GOLDEN K WEALTH MANAGEMENT, LLC
Doing business as GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG. SEC Form ADV profile.
Total regulatory AUM
$179,443,752
Discretionary
$111,222,744
Non-discretionary
$68,221,008
Firm details
- CRD number
- 156588
- SEC file number
- 801-119036
- Main office
- WOODLAND HILLS, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTPS://WWW.GOLDENKPLANS.COM
- Fee structure
-
Percentage of AUM
As of November 2026.