Home
›
Firms
›
GOLDEN STATE WEALTH MANAGEMENT, LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC
SOUTH COAST METRO, California
·
1 registered advisor
·
CRD# 167995
SEC# 801-107445
34
866.273.1563
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 Planning
Investment Management
Wealth Management
04
Advisors at GOLDEN STATE WEALTH MANAGEMENT, LLC
1 registered advisor
Bradley Everett Gardner
SOUTH COAST METRO, California
CRD# 4423724
05
Office Locations
SOUTH COAST METRO, California
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.