Golden State Wealth Management LLC
Golden State Wealth Management LLC, founded in 2013, is a family of investment advisers registered with the SEC, dedicated to empowering financial advisors and enhancing the lives of their clients. With a multi-custodial model and a robust support network, the firm manages over $4 billion in assets while operating offices across the country, including its flagship location in South Coast Metro, California.
Recognized by USA Today as one of America's Best Financial Advisory Firms for three consecutive years and ranked on Forbes' list of Top RIA Firms, Golden State continues to innovate through its extensive offerings. These include flexible affiliation models, strategic marketing assistance, advanced technology resources, and a comprehensive asset management program aimed at delivering sophisticated investment strategies and operational support for financial advisors.
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