Unclaimed Profile

Andres Rene Villegas

GOLDENSTONE WEALTH MANAGEMENT, LLC·EL DORADO HILLS, California

Clean recordGOLDENSTONE WEALTH MANAGEMENT, LLC

5170 GOLDEN FOOTHILL PARKWAY, EL DORADO HILLS, CA 95762CRD# 7274223Firm CRD# 310041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andres Rene Villegas · EL DORADO HILLS, CA

Registration

CRD #7274223 · GOLDENSTONE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andres Rene Villegas is a registered financial advisor based in EL DORADO HILLS, California, affiliated with GOLDENSTONE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

GOLDENSTONE WEALTH MANAGEMENT, LLC

GOLDENSTONE WEALTH MANAGEMENT

AUM

$137M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GOLDENSTONE WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7274223

Firm CRD# 310041

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andres Rene Villegas offer?

Andres Rene Villegas specializes in Investment Management, Fee-Only Advisory. Contact their office in EL DORADO HILLS, California for a consultation.

What are Andres Rene Villegas's credentials?

Andres Rene Villegas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andres Rene Villegas located?

Andres Rene Villegas is based in EL DORADO HILLS, California, working with GOLDENSTONE WEALTH MANAGEMENT, LLC. Their office serves clients in the EL DORADO HILLS metropolitan area and surrounding communities.

How does Andres Rene Villegas charge for services?

Andres Rene Villegas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLDENSTONE WEALTH MANAGEMENT, LLC?

GOLDENSTONE WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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