EL DORADO HILLS, CACRD 310041Latest ADV February 20, 2026
Goldenstone Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in El Dorado Hills, CA. Its latest Form ADV filing, dated February 20, 2026, reports $238M in regulatory assets under management, 2 employees, and 236 accounts.
Assets Under Management
$238M
Employees
2
Offices
--
Total Clients
77
Primary office
EL DORADO HILLS, CA
5170 GOLDEN FOOTHILL PARKWAY, EL DORADO HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.4% of total clients.
Top client categories% of clientsClients
1
HNWI
71.4%
55
2
Individuals
20.8%
16
3
Pension Plans
7.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$238Mas of February 20, 2026
Discretionary74.4%
$177M
74% of total RAUM74.4%
Non-discretionary25.6%
$61M
26% of total RAUM25.6%
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$238M
Total Accounts236
10Y AUM Change+$115M (+93.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee39:1
10Y Employee Change0 (0.0%)
* 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.