GOLDENSTONE WEALTH MANAGEMENT, LLC
Doing business as GOLDENSTONE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$238,259,000
Discretionary
$177,341,000
Non-discretionary
$60,918,000
Firm details
- CRD number
- 310041
- SEC file number
- 801-129031
- Main office
- EL DORADO HILLS, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- http://www.goldenstonewealth.com
- Fee structure
-
Percentage of AUM
As of November 2026.