GOLDEN ROAD ADVISORS LLC
CRD #314077 SEC #801-121158 TAMPA, FL 813-491-1593
SEC Registered
Total AUM
$170M
Discretionary
$164.1M
Employees
5
Clients
101
Accounts
396
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $170M | $164.1M | $5.8M | 5 | 0 |
| Nov 2024 | $143.2M | $122.9M | $20.3M | 5 | 0 |
| Aug 2024 | $143.2M | $122.9M | $20.3M | 4 | 0 |
| Apr 2024 | $143.2M | $122.9M | $20.3M | 4 | 0 |
| Mar 2024 | $143.2M | $122.9M | $20.3M | 4 | 0 |
| Mar 2023 | $122M | $103.8M | $18.2M | 4 | 0 |
| May 2022 | $136.5M | $96.2M | $40.3M | 4 | 0 |
| Apr 2022 | $136.5M | $96.2M | $40.3M | 4 | 0 |
| Mar 2022 | $136.5M | $96.2M | $40.3M | 4 | 0 |
| Oct 2021 | $133.2M | $89.1M | $44.2M | 3 | 0 |
| Aug 2021 | $133.2M | $89.1M | $44.2M | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$170M
Discretionary$164.1M
Non-Disc.$5.8M
Employees5
Clients0
DateNov 2024
Total AUM$143.2M
Discretionary$122.9M
Non-Disc.$20.3M
Employees5
Clients0
DateAug 2024
Total AUM$143.2M
Discretionary$122.9M
Non-Disc.$20.3M
Employees4
Clients0
DateApr 2024
Total AUM$143.2M
Discretionary$122.9M
Non-Disc.$20.3M
Employees4
Clients0
DateMar 2024
Total AUM$143.2M
Discretionary$122.9M
Non-Disc.$20.3M
Employees4
Clients0
DateMar 2023
Total AUM$122M
Discretionary$103.8M
Non-Disc.$18.2M
Employees4
Clients0
DateMay 2022
Total AUM$136.5M
Discretionary$96.2M
Non-Disc.$40.3M
Employees4
Clients0
DateApr 2022
Total AUM$136.5M
Discretionary$96.2M
Non-Disc.$40.3M
Employees4
Clients0
DateMar 2022
Total AUM$136.5M
Discretionary$96.2M
Non-Disc.$40.3M
Employees4
Clients0
DateOct 2021
Total AUM$133.2M
Discretionary$89.1M
Non-Disc.$44.2M
Employees3
Clients0
DateAug 2021
Total AUM$133.2M
Discretionary$89.1M
Non-Disc.$44.2M
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0