| Name | Title | Ownership | Since |
|---|---|---|---|
| Ascentis Operations, LLC Control | Owner | Over 75% | 2025 |
| Matthew Mark Reynolds | Chief Compliance Officer | Under 5% | 2025 |
| Merlin Wayne Sorenson Control | President & Cio | Under 5% | 2025 |
Golden State Asset Management, LLC reports $559.3 million in regulatory assets under management on its Form ADV.
Golden State Asset Management, LLC reports 9 employees.
Golden State Asset Management, LLC is based in Dallas, TX and has been SEC-registered since 2022.
Golden State Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5001 Spring Valley Rd, Suite 810w, Dallas, TX 75244 |
| Phone | 866-273-1563 |
| Fax | 949-428-4290 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $559.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $559.3M |