RIA Intel›Advisers›California›GOLDEN WEALTH CAPITAL, LLC

GOLDEN WEALTH CAPITAL, LLC

Advisory

SACRAMENTO, CA

Data as of Jun 4, 2026 · Source: SEC Form ADV

Rank in CA

#4,254

of 5,480 advisers by AUM

Average account

$214K

across 98 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 4, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

46 clients

14 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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