Golden Wealth Strategies
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 329932
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Golden Wealth Strategies is a limited liability company that positions itself as a capital allocator for private clients. The firm is owned by an individual and is classified as unclassified in the source data. Its advisory services focus on financial planning, ongoing portfolio management for individuals and small businesses, selecting other advisers on behalf of clients, and running educational seminars and workshops. Fee arrangements include percentage-of-AUM fees, fixed fees, and other fee types. The firm is not identified as an active ESG investor.
Assets & Accounts
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
1 of 1
Jaqueline Schadeck
FounderCRD 6860421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 7000 Central Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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