Overview
Assets Under Management: $137 million
Headquarters: PITTSTON, PA
High-Net-Worth Clients: 32
Average Client Assets: $2.8 million
Frequently Asked Questions
GOLDEN WEALTH MANAGEMENT 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 #299522), GOLDEN WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
GOLDEN WEALTH MANAGEMENT is headquartered in PITTSTON, PA.
GOLDEN WEALTH MANAGEMENT serves 32 high-net-worth clients according to their SEC filing dated September 30, 2025. View client details ↓
According to their SEC Form ADV, GOLDEN WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GOLDEN WEALTH MANAGEMENT manages $137 million in client assets according to their SEC filing dated September 30, 2025.
According to their SEC Form ADV, GOLDEN WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.14%
Average Client Assets: $2.8 million
Total Client Accounts: 241
Discretionary Accounts: 241
Regulatory Filings
CRD Number: 299522
Filing ID: 2019033
Last Filing Date: 2025-09-30 13:00:55