GOLDEN STATE WEALTH MANAGEMENT, LLC

SOUTH COAST METRO, California·1 registered advisor·CRD# 167995
SEC# 801-10744534866.273.1563
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
53
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Other: FINANCIAL PLANNING FEE
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GOLDEN STATE WEALTH MANAGEMENT, LLC

1 registered advisor
Bradley Everett Gardner
SOUTH COAST METRO, California
05

Office Locations

SOUTH COAST METRO, California
1 advisor

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Data sourced from SEC Form ADV filings. GOLDEN STATE WEALTH MANAGEMENT, LLC (CRD# 167995) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.