GOLDENSTONE WEALTH MANAGEMENT
Firm details
- Headquarters
- EL DORADO HILLS, California
- CRD number
- 310041
- Registered since
- November 9, 2023
- Website
- www.goldenstonewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.12%
- Pension & Profit Sharing Plans25.57%
- Individuals4.31%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Goldenstone Wealth Management is a privately owned limited liability company that registers with the SEC (registration year 2023) and serves both individual & family and institutional clients. The firm provides portfolio management services focused on individuals and small business clients and charges fees as a percentage of assets under management. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not configured as a capital allocator or sponsor of external pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities41%
- Private Funds7%
- Cash & Cash Equivalents1%
Contacts
2 of 2ANDRES VILLEGAS
Founder & PrincipalCRD 7274223
SANJAY VARSHNEY
Founder and PrincipalCRD 4721550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$72.6M in ETFs
39%
$28.6M
34%
$44M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $15.2M | 301,578 | 20.91% |
Location
EL DORADO HILLS, CA
EL DORADO
Location
EL DORADO HILLS, CA
Headquartered in EL DORADO HILLS, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- EL DORADO
- Address
- 5170 Golden Foothill Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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