Golden State Wealth Management, LLC

Golden State Wealth Management, LLC (CRD# 167995) is a financial advisory firm headquartered in South Coast Metro, CA. They manage $102,105,153 in 211 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $483,911
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, WA

Financial Advisors at Golden State Wealth Management, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Katherine K. Stellar
CRD#: 3181468
65 Enterprise, Techspace Building3rd Floor, Aliso Viejo, CA 92656
96
Wealthminder
score

Katherine Stellar (CRD# 3181468) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Aliso Viejo, CA and has over 17 years of experience in the finance industry. Katherine Stellar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bradley L. Fallon
CRD#: 5159619
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707
93
Wealthminder
score

Bradley Fallon (CRD# 5159619) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 10 years of experience in the finance industry.

3
Reesuk I. Kim
CRD#: 2469728
1841 Crenshaw Boulevard, #423, Torrance, CA 90501
93
Wealthminder
score

Reesuk Kim (CRD# 2469728) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Torrance, CA and has over 22 years of experience in the finance industry.

4
John E. Nahas
CRD#: 4374675
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707
93
Wealthminder
score

John Nahas (CRD# 4374675) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 15 years of experience in the finance industry.

5
Jason K. Diaz
CRD#: 6000426
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707
90
Wealthminder
score

Jason Diaz (CRD# 6000426) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 4 years of experience in the finance industry.

6
James D. Goetz
CRD#: 6055183
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707
90
Wealthminder
score

James Goetz (CRD# 6055183) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 4 years of experience in the finance industry.

7
Kyle Fairall
CRD#: 6313351
319 N. Main St, Fort Bragg, CA 95437
88
Wealthminder
score

Kyle Fairall (CRD# 6313351) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Fort Bragg, CA and has over 2 years of experience in the finance industry.

8
Sandra Y. Cho
CRD#: 4593652
16501 Ventura Boulevard, #400, Encino, CA 91436
83
Wealthminder
score

Sandra Cho (CRD# 4593652) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Encino, CA and has over 14 years of experience in the finance industry.

9
Bradley E. Gardner
CRD#: 4423724
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707
83
Wealthminder
score

Bradley Gardner (CRD# 4423724) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 15 years of experience in the finance industry.

10
Fredric H. Jurmu
CRD#: 1705976
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707
83
Wealthminder
score

Fredric Jurmu (CRD# 1705976) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 29 years of experience in the finance industry.

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