GOLDEN WEALTH CAPITAL, LLC

Overview

Golden Wealth Capital, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm functions as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. Its pricing options include a percentage-of-AUM fee model as well as hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser in the data provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices