Golden Lion Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 315157
- Registered since
- July 16, 2021
- Website
- goldenlionwealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Golden Lion Wealth Management, LLC is an independent, individually owned RIA registered at the state level in California. The firm positions itself as a small, fee-based wealth manager for individuals and families, combining financial planning with portfolio management and selection of third-party advisers. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. The firm operates on a mix of percentage-of-AUM and fixed fees and describes itself as a capital allocator that places client capital with external alternative managers in addition to holding public securities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Cash & Cash Equivalents15%
- US Government Bonds10%
- State & Local Bonds6%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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