GOLDEN STATE WEALTH MANAGEMENT, LLC

The Golden State family of companies are SEC registered investment advisers dedicated to financial professionals and their clients. The firm’s initial company was founded in 2013 by a group of executives who collectively contribute over 50 years of industry experience and has partnered with advisors serving over $3 billion in assets under care. Golden State’s infrastructure provides an extensive support network through succession planning, compliance oversight, dedicated transition support, and a Turnkey Asset Management Program. The Golden State family of companies maintain business alignments with LPL Financial, the nation’s largest independent broker/dealer*, Raymond James, TD Ameritrade Institutional, BNY Mellon | Pershing and Charles Schwab, some of the nation’s largest independent custodians, who provide comprehensive tools and research necessary in today’s complex markets.

Recognized as one of Orange County’s largest RIAs**, Golden State’s flagship office is located in South Coast Metro, California. With a goal to continue expanding offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors.

For media inquiries:
Jennifer Nahas
949-433-6860
Jennifer.Nahas@TeamGoldenState.com

*As reported in Financial Planning magazine, June 1996-2021, based on total revenue.
**As reported in Orange County Business Journal, June 1, 2021, based on assets under management.