Golden Reed Wealth Management, LLC

Overview

Golden Reed Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm serves both individual and family clients as well as some institutional relationships, offering fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Core advisory services noted in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The adviser is not flagged as an active ESG investor and is not described as a multi-state or newly formed adviser. Filings indicate the firm does not act as a capital allocator to third-party managers; rather, it appears to construct client portfolios primarily from publicly available pooled vehicles and selected external managers for alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices