GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
WOODLAND HILLS, CACRD 156588Latest ADV April 1, 2026
Golden K Plans and Wealth Management A Dba of Golden K Wealth Mg is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodland Hills, CA. Its latest Form ADV filing, dated April 1, 2026, reports $179M in regulatory assets under management, 6 employees, 1 office, and 202 accounts.
Assets Under Management
$179M
Employees
6
Offices
1 office
Total Clients
126
Primary office
WOODLAND HILLS, CA
5950 CANOGA AVENUE, SUITE 540, WOODLAND HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 55.6% of total clients.
Top client categories% of clientsClients
1
Pension Plans
55.6%
70
2
Individuals
35.7%
45
3
HNWI
7.9%
10
4
PRIVATE FUND
0.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$179Mas of April 1, 2026
Discretionary62.0%
$111M
62% of total RAUM62.0%
Non-discretionary38.0%
$68M
38% of total RAUM38.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$179M
Total Accounts202
10Y AUM Change+$60M (+49.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee21:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.