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 18 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
Jason K. Diaz
CRD#: 6000426
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707
93
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 5 years of experience in the finance industry.

3
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 11 years of experience in the finance industry.

4
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 23 years of experience in the finance industry.

5
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 16 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 5 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 3 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 15 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 16 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 30 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.