Golden State Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Powell, WY. Its latest Form ADV filing, dated March 25, 2026, reports $2.2B in regulatory assets under management, 45 employees, 26 offices, and 7,029 accounts.
Assets Under Management
$2.2B
Employees
45
Offices
26 offices
Total Clients
4,192
Primary office
POWELL, WY
254 E 2ND STREET, SUITE 2, POWELL, WY, United States
Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
2,464
2
HNWI
39.5%
1,655
3
Pension Plans
0.8%
33
4
Corporations
0.7%
29
5
Charitable
0.2%
10
Additional categories (<0.1%)
DONOR ADVISED FUND<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 25, 2026
Discretionary100.0%
$2.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.2B
Total Accounts7,029
10Y AUM Change+$1.9B (+653.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee93:1
10Y Employee Change+4 (+9.8%)
* 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.