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 30 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, CT, FL, ID, IN, LA, MA, MI, MN, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Earl Rideau (CRD# 2243525) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Pasadena, CA and has over 15 years of experience in the finance industry.
Michael Rohling (CRD# 4481928) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in San Diego, CA and has over 21 years of experience in the finance industry.
Scott Smith (CRD# 4400994) 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.
Katherine Stellar (CRD# 3181468) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 25 years of experience in the finance industry.
Kathleen Stephens (CRD# 4791863) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Poway, CA and has over 15 years of experience in the finance industry.
Matthew Swanson (CRD# 2828853) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Dixon, CA and has over 27 years of experience in the finance industry.
Mario Vasquez (CRD# 5417835) 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.
Matthew Catone (CRD# 7283115) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 3 years of experience in the finance industry.
Brett Elliott (CRD# 6772213) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Carlsbad, CA and has over 6 years of experience in the finance industry.
Blake Isaeff (CRD# 6871871) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Riverside, CA and has over 3 years of experience in the finance industry.