Golden State Wealth Management LLC is a registered investment adviser based in Fort Bragg, CA. Founded in 2013, the company is part of the Golden State family of companies, which includes Golden State Equity Partners and Golden State Asset Management. With over 50 years of industry experience, the firm partners with top financial professionals to provide goal-centered investment strategies and support services such as compliance oversight, marketing, and technology support. They maintain business alignments with leading independent custodians and broker-dealers, offering comprehensive tools and research to navigate today's complex markets.
Golden State aims to meet the needs of high-quality financial advisors by offering a flexible affiliation framework that includes fee-only, independent hybrid RIA with a broker-dealer relationship, access to a turnkey asset management program, and additional revenue streams and services through insurance, mortgages, and a digital advice platform. Committed to expanding their offices across the country, Golden State strives to create an atmosphere that benefits both advisors and their investors.
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