RIA Intel›Advisers›Florida›GOLDEN REED WEALTH MANAGEMENT, LLC

GOLDEN REED WEALTH MANAGEMENT, LLC

Advisory

OCALA, FL

Data as of Jul 15, 2026 · Source: SEC Form ADV

Rank in FL

#2,492

of 2,610 advisers by AUM

Average account

$99K

across 13 accounts

AUM per adviser

$641K

2 advisers

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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