RIA Intel›Advisers›Pennsylvania›GOLDEN WEALTH MANAGEMENT LLC

GOLDEN WEALTH MANAGEMENT LLC

Advisory

N·PITTSTON, PA

Data as of Oct 11, 2024 · Source: SEC Form ADV

Total AUM
$137M
1-Year AUM Growth
+7.2%
3-Year CAGR
+2.6%
Employees
3
Assets Under Management
Total AUM$137M
Discretionary AUM$137M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients228
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingJul 2, 2019
Latest FilingOct 11, 2024
🔒 Full AUM trend chart and 22 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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