GOLDEN K WEALTH MANAGEMENT, LLC
Legal name: GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
CRD #156588 SEC #801-119036 WOODLAND HILLS, CA 818-587-4455
SEC Registered Private Funds
Total AUM
$159.5M
Discretionary
$94.7M
Employees
6
Clients
0
Accounts
195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $159.5M | $94.7M | $64.8M | 6 | 0 |
| Jun 2024 | $132.7M | $77.6M | $55M | 5 | 0 |
| Mar 2024 | $132.7M | $77.6M | $55.1M | 5 | 0 |
| Apr 2023 | $107.6M | $62.7M | $44.9M | 5 | 0 |
| Mar 2022 | $155.7M | $100.1M | $55.7M | 5 | 0 |
| Mar 2021 | $155.7M | $101M | $54.7M | 1 | 0 |
| Jul 2020 | $119.7M | $71.6M | $48.1M | 2 | 0 |
| Jun 2020 | $119.7M | $71.6M | $48.1M | 2 | 0 |
| Jun 2020 | $119.7M | $71.6M | $48.1M | 2 | 0 |
DateMar 2025
Total AUM$159.5M
Discretionary$94.7M
Non-Disc.$64.8M
Employees6
Clients0
DateJun 2024
Total AUM$132.7M
Discretionary$77.6M
Non-Disc.$55M
Employees5
Clients0
DateMar 2024
Total AUM$132.7M
Discretionary$77.6M
Non-Disc.$55.1M
Employees5
Clients0
DateApr 2023
Total AUM$107.6M
Discretionary$62.7M
Non-Disc.$44.9M
Employees5
Clients0
DateMar 2022
Total AUM$155.7M
Discretionary$100.1M
Non-Disc.$55.7M
Employees5
Clients0
DateMar 2021
Total AUM$155.7M
Discretionary$101M
Non-Disc.$54.7M
Employees1
Clients0
DateJul 2020
Total AUM$119.7M
Discretionary$71.6M
Non-Disc.$48.1M
Employees2
Clients0
DateJun 2020
Total AUM$119.7M
Discretionary$71.6M
Non-Disc.$48.1M
Employees2
Clients0
DateJun 2020
Total AUM$119.7M
Discretionary$71.6M
Non-Disc.$48.1M
Employees2
Clients0