GOLDEN WEALTH MANAGEMENT LLC
Legal name: GOLDEN WEALTH MANAGEMENT
CRD #299522 SEC #801-117113 PITTSTON, PA (570) 208-7050
SEC Registered
Total AUM
$137.5M
Discretionary
$137.5M
Employees
4
Clients
101
Accounts
241
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $137.5M | $137.5M | $0 | 4 | 0 |
| Mar 2025 | $137.5M | $137.5M | $0 | 4 | 0 |
| Jan 2025 | $126.5M | $126.5M | $0 | 4 | 7 |
| Oct 2024 | $126.5M | $126.5M | $0 | 4 | 7 |
| Apr 2024 | $126.5M | $126.5M | $0 | 4 | 7 |
| Mar 2024 | $126.5M | $126.5M | $0 | 4 | 7 |
| Sep 2023 | $118M | $118M | $0 | 4 | 10 |
| May 2023 | $118M | $118M | $0 | 4 | 10 |
| Mar 2023 | $118M | $118M | $0 | 4 | 10 |
| Mar 2023 | $118M | $118M | $0 | 4 | 10 |
| Mar 2022 | $130.8M | $130.8M | $0 | 4 | 9 |
| Oct 2021 | $117.1M | $117.1M | $0 | 4 | 0 |
| Aug 2021 | $117.1M | $117.1M | $0 | 4 | 0 |
| Apr 2021 | $117.1M | $117.1M | $0 | 4 | 0 |
| Mar 2021 | $117.1M | $117.1M | $0 | 4 | 0 |
| Sep 2020 | $111.1M | $111.1M | $0 | 4 | 0 |
| Aug 2020 | $111.1M | $111.1M | $0 | 4 | 0 |
| May 2020 | $111.1M | $111.1M | $0 | 4 | 0 |
| Feb 2020 | $111.1M | $111.1M | $0 | 4 | 0 |
| Feb 2020 | $111.1M | $111.1M | $0 | 4 | 0 |
| Dec 2019 | $100.6M | $94.6M | $6M | 4 | 0 |
| Dec 2019 | $100.6M | $94.6M | $6M | 4 | 0 |
| Aug 2019 | $100.6M | $94.6M | $6M | 4 | 0 |
| Aug 2019 | $100.6M | $94.6M | $6M | 4 | 0 |
| Jul 2019 | $100.6M | $94.6M | $6M | 4 | 0 |
DateSep 2025
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees4
Clients7
DateOct 2024
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees4
Clients7
DateApr 2024
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees4
Clients7
DateMar 2024
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees4
Clients7
DateSep 2023
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees4
Clients10
DateMay 2023
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees4
Clients10
DateMar 2023
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees4
Clients10
DateMar 2023
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees4
Clients10
DateMar 2022
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees4
Clients9
DateOct 2021
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$100.6M
Discretionary$94.6M
Non-Disc.$6M
Employees4
Clients0
DateDec 2019
Total AUM$100.6M
Discretionary$94.6M
Non-Disc.$6M
Employees4
Clients0
DateAug 2019
Total AUM$100.6M
Discretionary$94.6M
Non-Disc.$6M
Employees4
Clients0
DateAug 2019
Total AUM$100.6M
Discretionary$94.6M
Non-Disc.$6M
Employees4
Clients0
DateJul 2019
Total AUM$100.6M
Discretionary$94.6M
Non-Disc.$6M
Employees4
Clients0