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Sanjay Balmukand Varshney

GOLDENSTONE WEALTH MANAGEMENT, LLC·EL DORADO HILLS, California
Clean record6 years registeredGOLDENSTONE WEALTH MANAGEMENT, LLC
5170 GOLDEN FOOTHILL PARKWAY, EL DORADO HILLS, CA 95762CRD# 4721550Firm CRD# 310041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sanjay Balmukand Varshney · EL DORADO HILLS, CA
Registration
CRD #4721550 · GOLDENSTONE WEALTH MANAGEMENT, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

GOLDENSTONE WEALTH MANAGEMENT
Aug 2020 – present
02

Registrations & Exams

Registration record
First registered · August 4, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOLDENSTONE WEALTH MANAGEMENT, LLC
CRD 310041 · SEC 801-129031
AUM
$137M
Regulatory assets under management
Employees
2
168 client accounts
Services offered by GOLDENSTONE WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GOLDENSTONE WEALTH MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Sanjay Balmukand Varshney offer?
Sanjay Balmukand Varshney specializes in Investment Management, Fee-Only Advisory. Contact their office in EL DORADO HILLS, California for a consultation.
What are Sanjay Balmukand Varshney's credentials?
Sanjay Balmukand Varshney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sanjay Balmukand Varshney located?
Sanjay Balmukand Varshney 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 Sanjay Balmukand Varshney charge for services?
Sanjay Balmukand Varshney'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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