Golden State Wealth Management, LLC

Golden State Wealth Management, LLC (CRD# 167995) is a financial advisory firm headquartered in Santa Ana, CA. They manage $1,690,725,718 in 6,184 accounts and serve the financial needs of clients across 31 states (or territories).

Current Firm Details
201 E. Sandpointe Avenue, #460, Santa Ana, CA 92707
https://www.switchbackscapital.com/
By the Numbers
  • Total Assets Under Management
    1,691
    MILLION
  • Total Number of Accounts
    6,184
    ACCOUNTS
  • Average Account Value
    $273,403
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, HI, ID, IN, LA, MA, MI, MN, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Golden State Wealth Management, LLC
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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