GOLDENSTONE WEALTH MANAGEMENT, LLC
Legal name: GOLDENSTONE WEALTH MANAGEMENT
CRD #310041 SEC #801-129031 EL DORADO HILLS, CA 916-799-6527
SEC Registered
Total AUM
$188.2M
Discretionary
$134.3M
Employees
2
Clients
0
Accounts
223
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $188.2M | $134.3M | $53.9M | 2 | 0 |
| Jun 2025 | $188.2M | $134.3M | $53.9M | 2 | 0 |
| Feb 2025 | $160M | $108M | $52M | 2 | 0 |
| Mar 2024 | $136.8M | $86.5M | $50.2M | 2 | 0 |
| Mar 2024 | $136.8M | $86.5M | $50.2M | 2 | 0 |
| Dec 2023 | $123M | $78.7M | $44.3M | 2 | 0 |
| Oct 2023 | $123M | $78.7M | $44.3M | 2 | 0 |
DateJun 2025
Total AUM$188.2M
Discretionary$134.3M
Non-Disc.$53.9M
Employees2
Clients0
DateJun 2025
Total AUM$188.2M
Discretionary$134.3M
Non-Disc.$53.9M
Employees2
Clients0
DateFeb 2025
Total AUM$160M
Discretionary$108M
Non-Disc.$52M
Employees2
Clients0
DateMar 2024
Total AUM$136.8M
Discretionary$86.5M
Non-Disc.$50.2M
Employees2
Clients0
DateMar 2024
Total AUM$136.8M
Discretionary$86.5M
Non-Disc.$50.2M
Employees2
Clients0
DateDec 2023
Total AUM$123M
Discretionary$78.7M
Non-Disc.$44.3M
Employees2
Clients0
DateOct 2023
Total AUM$123M
Discretionary$78.7M
Non-Disc.$44.3M
Employees2
Clients0