GOLDEN STATE WEALTH MANAGEMENT, LLC

CRD 167995File 801-107445

APPROVED

Retail clients

Filing as of Aug 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.22B

Top 25% of cohort (national)

Discretionary AUM

$2.22B

Clients

4,191

7,029 accounts

Employees

Top 10% of cohort in WY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Mar 21, 2016
Principal office: 254 E 2ND STREET, SUITE 2, POWELL, WY, 82435
Phone: 866.273.1563
Website: http://www.peekwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.22B
Discretionary AUM: $2.22B
Non-discretionary AUM: $0
Discretionary accounts: 7,029
Non-discretionary accounts: 0
Total accounts: 7,029
AUM per client: $529K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	29	$27.8M
Charitable organizations	10	$9.8M
High net worth individuals	1,655	$1.67B
Pension and profit sharing plans	33	$25.8M
Individuals (other than high net worth individuals)	2,464	$477.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — FINANCIAL PLANNING FEE
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	4192	4191
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.