Golden Wealth Management, Inc.

Golden Wealth Management, Inc. (CRD# 157893) is a financial advisory firm headquartered in , . They manage $28,992,496 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $281,481
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based 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
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.

FL, NY

Financial Advisors at Golden Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Shaun P. Golden
CRD#: 2629946
Sagaponack, NY
18
Wealthminder
score

Shaun Golden (CRD# 2629946) is an Investment Advisor Representative working at Golden Wealth Management, Inc. in Sagaponack, NY and has over 21 years of experience in the finance industry.

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