| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Robert Catone Control | Managing Member | 25-50% | 2013 |
| John Emile Nahas Control | Managing Member | 25-50% | 2016 |
| Patrick Michael Catone Control | Managing Member & Chief Compliance Officer | 25-50% | 2013 |
Golden State Wealth Management, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Golden State Wealth Management, LLC reports 47 employees.
Golden State Wealth Management, LLC is based in South Coast Metro, CA and has been SEC-registered since 2016.
Golden State Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 201 E. Sandpointe Avenue, #460, South Coast Metro, CA 92707 |
| Phone | 866.273.1563 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.84B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.84B |