RIA Intel›Advisers›Nevada›GOLDEN YEARS FINANCIAL, LLC

GOLDEN YEARS FINANCIAL, LLC

Advisory

LAS VEGAS, NV

Data as of Jul 17, 2026 · Source: SEC Form ADV

Average account

$143K

across 279 accounts

AUM per adviser

$13M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 17, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients279

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV, TX

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

279 clients

9 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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TRIDENT CAPITAL ADVISORS, LLC

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