Overview
Assets Under Management: $238 million
Headquarters: EL DORADO HILLS, CA
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Frequently Asked Questions
GOLDENSTONE 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 #310041), GOLDENSTONE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
GOLDENSTONE WEALTH MANAGEMENT is headquartered in EL DORADO HILLS, CA.
GOLDENSTONE WEALTH MANAGEMENT serves 55 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, GOLDENSTONE WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
GOLDENSTONE WEALTH MANAGEMENT manages $238 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, GOLDENSTONE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 236
Discretionary Accounts: 230
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 310041
Filing ID: 2056217
Last Filing Date: 2026-02-20 10:47:21