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GOLDENSTONE WEALTH MANAGEMENT, LLC
GOLDENSTONE WEALTH MANAGEMENT, LLC
GOLDENSTONE WEALTH MANAGEMENT
EL DORADO HILLS, California
·
2 registered advisors
·
CRD# 310041
SEC# 801-129031
0
916-799-6527
01
Firm Overview
AUM
$137M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at GOLDENSTONE WEALTH MANAGEMENT, LLC
2 registered advisors
Andres Rene Villegas
EL DORADO HILLS, California
CRD# 7274223
Sanjay Balmukand Varshney
EL DORADO HILLS, California
CRD# 4721550
05
Office Locations
EL DORADO HILLS, California
2 advisors
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Data sourced from SEC Form ADV filings. GOLDENSTONE WEALTH MANAGEMENT, LLC (CRD# 310041) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.