Golden Reed Wealth Management, LLC
Firm details
- Headquarters
- Ocala, Florida
- CRD number
- 340673
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Golden Reed Wealth Management, LLC is organized as a limited liability company and is owned by an individual. The firm lists core advisory services as financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, indicating flexibility in how clients are charged. The firm is not flagged as an active ESG investor and is not structured as a multi-state adviser. It is described as an "unclassified" adviser in the snapshot data and is not a newly formed adviser. The firm does not serve as a capital allocator in the data provided.
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
Contacts
2 of 2
John Golden
Business Development AdvisorCRD 7815179

William Reed
Associate Portfolio ManagerCRD 7973567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ocala, FL
Marion
Location
Ocala, FL
Headquartered in Ocala, FL, in the South of the United States.
- Region
- South
- County
- Marion
- Address
- 1294 Se 24th Rd
- Time zone
- ET (UTC-5)
- Office locations
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