Overview
Assets Under Management: $159 million
Headquarters: WOODLAND HILLS, CA
High-Net-Worth Clients: 19
Average Client Assets: $5.0 million
Frequently Asked Questions
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156588), GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG is subject to fiduciary duty under federal law.
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG is headquartered in WOODLAND HILLS, CA.
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG serves 19 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG offers portfolio management for individuals and pension consulting services. View all service details ↓
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG manages $159 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.40%
Average Client Assets: $5.0 million
Total Client Accounts: 195
Discretionary Accounts: 172
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 156588
Filing ID: 1958733
Last Filing Date: 2025-03-24 14:59:00