RIA Intelligence

GOYETTE FINANCIAL PLANNING, INC

Legal name: GFP WEALTH MANAGEMENT

CRD #133566 SEC #801-127509 THOUSAND OAKS, CA 805-494-8181
SEC Registered
Total AUM
$168.4M
Discretionary
$168.4M
Employees
1
Clients
26
Accounts
190

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 7, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GOYETTE, STEPHAN, RIPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
GOYETTE, STEPHAN, RIPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
GOYETTE, STEPHAN, RIPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
GOYETTE, STEPHAN, RIPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
GOYETTE, STEPHAN, RIPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
GOYETTE-KESSLER FAMILY TRUST DTD 12/11/2003DEMEMBERE Control
GOYETTE-KESSLER FAMILY TRUST DTD 12/11/2003DEMEMBERE Control
GOYETTE-KESSLER FAMILY TRUST DTD 12/11/2003DEMEMBERE Control
GOYETTE-KESSLER FAMILY TRUST DTD 12/11/2003DEMEMBERE Control
GOYETTE-KESSLER FAMILY TRUST DTD 12/11/2003DEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
GOYETTE, STEPHAN, RIGOYETTE-KESSLER FAMILY TRUST DTD 12/11/2003D Control
GOYETTE, STEPHAN, RIGOYETTE-KESSLER FAMILY TRUST DTD 12/11/2003D Control
GOYETTE, STEPHAN, RIGOYETTE-KESSLER FAMILY TRUST DTD 12/11/2003D Control
KESSLER, PATRICIA, MARIEIGOYETTE-KESSLER FAMILY TRUST DTD 12/11/2003D Control
KESSLER, PATRICIA, MARIEIGOYETTE-KESSLER FAMILY TRUST DTD 12/11/2003D Control
KESSLER, PATRICIA, MARIEIGOYETTE-KESSLER FAMILY TRUST DTD 12/11/2003D Control

Registrations

Federal

IA
Feb 7, 2025 REGISTERED

Notice Filings (1)

CA

Address

25 W ROLLING OAKS DRIVE
SUITE 111
THOUSAND OAKS, CA 91361
United States
Phone: 805-494-8181