Goldenstone Wealth Management

Goldenstone Wealth Management (CRD# 310041) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $136,760,000 in 168 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

5170 Golden Foothill Parkway, El Dorado Hills, CA 95762

https://www.youtube.com/@goldenstone

By the Numbers

Total Assets Under Management

137

MILLION
Total Number of Accounts

168

ACCOUNTS
Average Account Value

$814,048

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Goldenstone Wealth Management

Showing 1 - 2 of 2 top financial advisors.

Sanjay B. Varshney

CRD#: 4721550

5170 Golden Foothill Parkway, El Dorado Hills, CA 95762

Sanjay Varshney (CRD# 4721550) is an Investment Advisor Representative working at Goldenstone Wealth Management in El Dorado Hills, CA and has 1 year of experience in the finance industry.

Andres R. Villegas

CRD#: 7274223

5170 Golden Foothill Parkway, El Dorado Hills, CA 95762

Andres Villegas (CRD# 7274223) is an Investment Advisor Representative working at Goldenstone Wealth Management in El Dorado Hills, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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