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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VARSHNEY, SANJAY, BALMUKAND | I | PARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER | D | Control |
| VARSHNEY, SANJAY, BALMUKAND | I | PARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER | D | Control |
| VARSHNEY, SANJAY, BALMUKAND | I | PARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER | D | Control |
| VARSHNEY, SANJAY, BALMUKAND | I | PARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER | D | Control |
| VARSHNEY, SANJAY, BALMUKAND | I | PARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER | D | Control |
| VARSHNEY, SANJAY, BALMUKAND | I | PARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER | D | Control |
| VARSHNEY, SANJAY, BALMUKAND | I | PARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER | D | Control |
| VARSHNEY, SANJAY, BALMUKAND | I | PARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER | D | Control |
| VARSHNEY, SANJAY, BALMUKAND | I | PARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER | D | Control |
| VARSHNEY, SANJAY, BALMUKAND | I | PARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER | D | Control |
| VILLEGAS, ANDRES, RENE | I | PARTNER AND PRINCIPAL | D | Control |
| VILLEGAS, ANDRES, RENE | I | PARTNER AND PRINCIPAL | D | Control |
| VILLEGAS, ANDRES, RENE | I | PARTNER AND PRINCIPAL | D | Control |
| VILLEGAS, ANDRES, RENE | I | PARTNER AND PRINCIPAL | D | Control |
| VILLEGAS, ANDRES, RENE | I | PARTNER AND PRINCIPAL | D | Control |
| VILLEGAS, ANDRES, RENE | I | PARTNER AND PRINCIPAL | D | Control |
| VILLEGAS, ANDRES, RENE | I | PARTNER AND PRINCIPAL | D | Control |
| VILLEGAS, ANDRES, RENE | I | PARTNER AND PRINCIPAL | D | Control |
| VILLEGAS, ANDRES, RENE | I | PARTNER AND PRINCIPAL | D | Control |
| VILLEGAS, ANDRES, RENE | I | PARTNER AND PRINCIPAL | D | Control |
Registrations
Federal
IA
Jun 26, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
5170 GOLDEN FOOTHILL PARKWAYEL DORADO HILLS, CA 95762
United States
Phone: 916-799-6527