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).

By the Numbers
  • Total Assets Under Management
    1,691
    MILLION
  • Total Number of Accounts
    6,184
    ACCOUNTS
  • Average Account Value
    $273,403
Compensation Options
  • A percentage of assets under your management
  • Other
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IN, LA, MI, MT, NE, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Golden State Wealth Management, LLC
Showing 21 - 30 of 40 top financial advisors.
21
Gabriella I. Lundqvist
CRD#: 5391367
5930 Granite Lake Drive, Suite 130, Granite Bay, CA 95746

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.

22
Ryne M. Mading
CRD#: 6688058
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707

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.

23
Keith C. Martel
CRD#: 4798715
4766 Park Granada, Suite 204, Calabasas, CA 91302

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.

24
Rodd R. Miller
CRD#: 4984062
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707

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.

25
Robert A. Mills
CRD#: 848650
5743 Corsa Avenue, #113, Westlake Village, CA 91362

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.

26
Alexandre Murphy
CRD#: 6181716
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707

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.

27
John E. Nahas
CRD#: 4374675
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707

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.

28
David M. Ogden
CRD#: 4357215
411 E Betteravia Rd. Ste 101, Santa Maria, CA 93454

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.

29
Robert A. Ogden
CRD#: 1317619
411 E. Betteravia Road #101, Santa Maria, CA 93454

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.

30
Justin R. Peek
CRD#: 4888261
7750 El Caminio Real, Ste. 2e, Carlsbad, CA 92009

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.

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