Golden State Wealth Management

Closed
201 Sandpointe Ave Ste 460
Santa Ana, CA 92707

Golden State Wealth Management is a multi-custodial investment advisory firm founded in 2013, dedicated to empowering financial professionals and their clients across the United States. With a strong support network and over $4 billion in assets under care, the firm prides itself on fostering independent and impactful practices for its advisors.

Recognized by USA Today as one of America's Best Financial Advisory Firms for three consecutive years, Golden State Wealth Management offers a range of services including flexible affiliation models, robust compliance oversight, and advanced technology resources. Their commitment to enhancing advisor support is further exemplified through strategic partnerships and a focus on sophisticated investment strategies.

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