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 fee-based limited liability company that provides portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm is registered with the SEC (registration year 2023). Ownership is held by an individual principal and the advisory model charges a percentage of assets under management. The firm does not describe itself as an active ESG investor and positions its services around traditional discretionary portfolio management for private clients.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities41%
- Private Funds7%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$78.9M in ETFs
26%
$20.6M
42%
$58.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $19.4M | 518,719 | 24.64% |
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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