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GOLDENSTONE WEALTH MANAGEMENT
Legal name: GOLDENSTONE WEALTH MANAGEMENT, LLC
CRD 310041File 801-129031
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$238.3M
Below cohort median (national)
Discretionary AUM
$177.3M
Non-discretionary $60.9M
Clients
77
236 accounts
Employees
2
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 9, 2023
- Principal office
- 5170 GOLDEN FOOTHILL PARKWAY, EL DORADO HILLS, CA, 95762
- Phone
- 916-799-6527
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $238.3M
- Discretionary AUM
- $177.3M
- Non-discretionary AUM
- $60.9M
- Discretionary accounts
- 230
- Non-discretionary accounts
- 6
- Total accounts
- 236
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $167.1M |
| Pension and profit sharing plans | 6 | $60.9M |
| Individuals (other than high net worth individuals) | 16 | $10.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.