GOLDEN STATE WEALTH MANAGEMENT, LLC
CRD #167995 SEC #801-107445 SOUTH COAST METRO, CA 866.273.1563
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
47
Clients
51
Accounts
6,434
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.8B | $1.8B | $0 | 47 | 0 |
| May 2025 | $1.8B | $1.8B | $0 | 47 | 0 |
| Mar 2025 | $1.8B | $1.8B | $0 | 47 | 0 |
| Mar 2025 | $1.7B | $1.7B | $0 | 53 | 0 |
| Feb 2025 | $1.7B | $1.7B | $0 | 53 | 0 |
| Jan 2025 | $1.7B | $1.7B | $0 | 53 | 0 |
| Jan 2025 | $1.7B | $1.7B | $0 | 53 | 0 |
| Nov 2024 | $1.7B | $1.7B | $0 | 53 | 0 |
| Aug 2024 | $1.7B | $1.7B | $0 | 53 | 0 |
| Jun 2024 | $1.7B | $1.7B | $0 | 53 | 0 |
| Jun 2024 | $1.7B | $1.7B | $0 | 53 | 0 |
| May 2024 | $1.7B | $1.7B | $0 | 53 | 0 |
| May 2024 | $1.7B | $1.7B | $0 | 53 | 0 |
| May 2024 | $1.7B | $1.7B | $0 | 53 | 0 |
| May 2024 | $1.7B | $1.7B | $0 | 53 | 0 |
| Apr 2024 | $1.7B | $1.7B | $0 | 53 | 0 |
| Mar 2024 | $1.7B | $1.7B | $0 | 53 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 79 | 50 |
| Mar 2024 | $1.4B | $1.4B | $0 | 79 | 50 |
| Feb 2024 | $1.4B | $1.4B | $0 | 79 | 50 |
| Feb 2024 | $1.4B | $1.4B | $0 | 79 | 50 |
| Oct 2023 | $1.4B | $1.4B | $0 | 79 | 50 |
| Sep 2023 | $1.4B | $1.4B | $0 | 79 | 50 |
| Aug 2023 | $1.4B | $1.4B | $0 | 79 | 50 |
| Jun 2023 | $1.4B | $1.4B | $0 | 79 | 50 |
| Mar 2023 | $1.4B | $1.4B | $0 | 79 | 50 |
| Dec 2022 | $1.5B | $1.5B | $352.4K | 74 | 96 |
| Jun 2022 | $1.5B | $1.5B | $352.4K | 74 | 96 |
| Jun 2022 | $1.5B | $1.5B | $352.4K | 75 | 96 |
| May 2022 | $1.5B | $1.5B | $352.4K | 76 | 96 |
| Apr 2022 | $1.5B | $1.5B | $352.4K | 76 | 96 |
| Mar 2022 | $1.5B | $1.5B | $352.4K | 76 | 96 |
| Feb 2022 | $1.5B | $1.5B | $352.4K | 76 | 96 |
| Apr 2021 | $1.1B | $1.1B | $0 | 59 | 70 |
| Mar 2021 | $1.1B | $1.1B | $0 | 59 | 70 |
| Jan 2021 | $989.8M | $989.8M | $0 | 34 | 3 |
| Dec 2020 | $989.8M | $989.8M | $0 | 34 | 3 |
| Aug 2020 | $989.8M | $989.8M | $0 | 34 | 3 |
| Aug 2020 | $989.8M | $989.8M | $0 | 34 | 3 |
| Jun 2020 | $989.8M | $989.8M | $0 | 34 | 3 |
| May 2020 | $989.8M | $989.8M | $0 | 34 | 3 |
| May 2020 | $989.8M | $989.8M | $0 | 34 | 3 |
| Mar 2020 | $989.8M | $989.8M | $0 | 34 | 3 |
| Feb 2020 | $710.9M | $665.8M | $45.1M | 39 | 5 |
| Jan 2020 | $710.9M | $665.8M | $45.1M | 39 | 5 |
| Jan 2020 | $710.9M | $665.8M | $45.1M | 39 | 5 |
| Dec 2019 | $710.9M | $665.8M | $45.1M | 39 | 5 |
| Oct 2019 | $710.9M | $665.8M | $45.1M | 39 | 5 |
| Aug 2019 | $710.9M | $665.8M | $45.1M | 39 | 5 |
| Jun 2019 | $710.9M | $665.8M | $45.1M | 39 | 5 |
| Apr 2019 | $710.9M | $665.8M | $45.1M | 39 | 5 |
| Feb 2019 | $710.9M | $665.8M | $45.1M | 39 | 5 |
| Oct 2018 | $545M | $545M | $0 | 40 | 5 |
| Sep 2018 | $545M | $545M | $0 | 40 | 5 |
| Aug 2018 | $545M | $545M | $0 | 40 | 5 |
| Aug 2018 | $545M | $545M | $0 | 40 | 5 |
| Aug 2018 | $545M | $545M | $0 | 40 | 5 |
| Jul 2018 | $545M | $545M | $0 | 40 | 5 |
| Apr 2018 | $545M | $545M | $0 | 40 | 5 |
| Jan 2018 | $545M | $545M | $0 | 40 | 5 |
| Nov 2017 | $294.2M | $294.2M | $0 | 41 | 0 |
| Sep 2017 | $294.2M | $294.2M | $0 | 41 | 1,300 |
| Sep 2017 | $294.2M | $294.2M | $0 | 41 | 1,300 |
| Aug 2017 | $294.2M | $294.2M | $0 | 41 | 1,300 |
| Aug 2017 | $294.2M | $294.2M | $0 | 41 | 1,300 |
| May 2017 | $294.2M | $294.2M | $0 | 41 | 1,300 |
| Mar 2017 | $294.2M | $294.2M | $0 | 41 | 1,300 |
| Feb 2017 | $294.2M | $294.2M | $0 | 41 | 1,300 |
| Feb 2017 | $102.1M | $102.1M | $0 | 18 | 800 |
| Jan 2017 | $102.1M | $102.1M | $0 | 18 | 800 |
| Jan 2017 | $102.1M | $102.1M | $0 | 18 | 800 |
| Jan 2017 | $102.1M | $102.1M | $0 | 18 | 800 |
| Dec 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Nov 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Nov 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Nov 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Nov 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Nov 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Sep 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Aug 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Aug 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Jul 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Jun 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Jun 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Jun 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| May 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
| Mar 2016 | $102.1M | $102.1M | $0 | 18 | 800 |
DateMay 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees47
Clients0
DateMay 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees47
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees47
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateFeb 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateJan 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateJan 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateNov 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateAug 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateJun 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateJun 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateMay 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateMay 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateMay 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateMay 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateApr 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees79
Clients50
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees79
Clients50
DateFeb 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees79
Clients50
DateFeb 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees79
Clients50
DateOct 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees79
Clients50
DateSep 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees79
Clients50
DateAug 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees79
Clients50
DateJun 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees79
Clients50
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees79
Clients50
DateDec 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$352.4K
Employees74
Clients96
DateJun 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$352.4K
Employees74
Clients96
DateJun 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$352.4K
Employees75
Clients96
DateMay 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$352.4K
Employees76
Clients96
DateApr 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$352.4K
Employees76
Clients96
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$352.4K
Employees76
Clients96
DateFeb 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$352.4K
Employees76
Clients96
DateApr 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees59
Clients70
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees59
Clients70
DateJan 2021
Total AUM$989.8M
Discretionary$989.8M
Non-Disc.$0
Employees34
Clients3
DateDec 2020
Total AUM$989.8M
Discretionary$989.8M
Non-Disc.$0
Employees34
Clients3
DateAug 2020
Total AUM$989.8M
Discretionary$989.8M
Non-Disc.$0
Employees34
Clients3
DateAug 2020
Total AUM$989.8M
Discretionary$989.8M
Non-Disc.$0
Employees34
Clients3
DateJun 2020
Total AUM$989.8M
Discretionary$989.8M
Non-Disc.$0
Employees34
Clients3
DateMay 2020
Total AUM$989.8M
Discretionary$989.8M
Non-Disc.$0
Employees34
Clients3
DateMay 2020
Total AUM$989.8M
Discretionary$989.8M
Non-Disc.$0
Employees34
Clients3
DateMar 2020
Total AUM$989.8M
Discretionary$989.8M
Non-Disc.$0
Employees34
Clients3
DateFeb 2020
Total AUM$710.9M
Discretionary$665.8M
Non-Disc.$45.1M
Employees39
Clients5
DateJan 2020
Total AUM$710.9M
Discretionary$665.8M
Non-Disc.$45.1M
Employees39
Clients5
DateJan 2020
Total AUM$710.9M
Discretionary$665.8M
Non-Disc.$45.1M
Employees39
Clients5
DateDec 2019
Total AUM$710.9M
Discretionary$665.8M
Non-Disc.$45.1M
Employees39
Clients5
DateOct 2019
Total AUM$710.9M
Discretionary$665.8M
Non-Disc.$45.1M
Employees39
Clients5
DateAug 2019
Total AUM$710.9M
Discretionary$665.8M
Non-Disc.$45.1M
Employees39
Clients5
DateJun 2019
Total AUM$710.9M
Discretionary$665.8M
Non-Disc.$45.1M
Employees39
Clients5
DateApr 2019
Total AUM$710.9M
Discretionary$665.8M
Non-Disc.$45.1M
Employees39
Clients5
DateFeb 2019
Total AUM$710.9M
Discretionary$665.8M
Non-Disc.$45.1M
Employees39
Clients5
DateOct 2018
Total AUM$545M
Discretionary$545M
Non-Disc.$0
Employees40
Clients5
DateSep 2018
Total AUM$545M
Discretionary$545M
Non-Disc.$0
Employees40
Clients5
DateAug 2018
Total AUM$545M
Discretionary$545M
Non-Disc.$0
Employees40
Clients5
DateAug 2018
Total AUM$545M
Discretionary$545M
Non-Disc.$0
Employees40
Clients5
DateAug 2018
Total AUM$545M
Discretionary$545M
Non-Disc.$0
Employees40
Clients5
DateJul 2018
Total AUM$545M
Discretionary$545M
Non-Disc.$0
Employees40
Clients5
DateApr 2018
Total AUM$545M
Discretionary$545M
Non-Disc.$0
Employees40
Clients5
DateJan 2018
Total AUM$545M
Discretionary$545M
Non-Disc.$0
Employees40
Clients5
DateNov 2017
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees41
Clients0
DateSep 2017
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees41
Clients1,300
DateSep 2017
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees41
Clients1,300
DateAug 2017
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees41
Clients1,300
DateAug 2017
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees41
Clients1,300
DateMay 2017
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees41
Clients1,300
DateMar 2017
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees41
Clients1,300
DateFeb 2017
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees41
Clients1,300
DateFeb 2017
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateJan 2017
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateJan 2017
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateJan 2017
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateDec 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateNov 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateNov 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateNov 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateNov 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateNov 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateSep 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateAug 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateAug 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateJul 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateJun 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateJun 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateJun 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateMay 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800
DateMar 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees18
Clients800