Golden State Wealth Management, LLC
Golden State Wealth Management, LLC (CRD# 167995) is a financial advisory firm headquartered in Santa Ana, CA. They manage $1,690,725,718 in 6,184 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management1,691MILLION
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Total Number of Accounts6,184ACCOUNTS
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Average Account Value$273,403
- A percentage of assets under your management
- Other
- 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)
AZ, CA, CO, FL, ID, IN, LA, MI, MT, NE, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, WA
Gabriella Lundqvist (CRD# 5391367) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Granite Bay, CA and has over 16 years of experience in the finance industry.
Ryne Mading (CRD# 6688058) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 7 years of experience in the finance industry.
Keith Martel (CRD# 4798715) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Calabasas, CA and has over 19 years of experience in the finance industry.
Rodd Miller (CRD# 4984062) 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.
Robert Mills (CRD# 848650) is an Investment Advisor Representative working at LPL Financial LLC in Westlake Village, CA and has over 41 years of experience in the finance industry.
Alexandre Murphy (CRD# 6181716) 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.
John Nahas (CRD# 4374675) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 22 years of experience in the finance industry.
David Ogden (CRD# 4357215) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Maria, CA and has over 8 years of experience in the finance industry.
Robert Ogden (CRD# 1317619) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Maria, CA and has over 25 years of experience in the finance industry.
Justin Peek (CRD# 4888261) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Carlsbad, CA and has over 19 years of experience in the finance industry.