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Goldenstone Wealth Management, LLC

● SEC registered since 2023CRD 310041SEC# 801-129031El Dorado Hills, CA
Export (members)
Reg. AUM
$188.2M
Employees
2
Accounts
223
Location
El Dorado Hills, CA

Goldenstone Wealth Management, LLC assets under management

Goldenstone Wealth Management, LLC is an investment advisory firm registered with the SEC based in El Dorado Hills, CA. The firm has been registered since 2023. It reports $188.2 million in regulatory assets under management and employs 2 people.
www.goldenstonewealth.comView on SEC.gov ↗

Goldenstone Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andres Rene Villegas ControlPartner And Principal50-75%2020
Sanjay Balmukand Varshney ControlPartner, Principal, And Chief Compliance Officer50-75%2020

Frequently asked questions

How much does Goldenstone Wealth Management, LLC manage?

Goldenstone Wealth Management, LLC reports $188.2 million in regulatory assets under management on its Form ADV.

How many employees does Goldenstone Wealth Management, LLC have?

Goldenstone Wealth Management, LLC reports 2 employees.

Where is Goldenstone Wealth Management, LLC located?

Goldenstone Wealth Management, LLC is based in El Dorado Hills, CA and has been SEC-registered since 2023.

Does Goldenstone Wealth Management, LLC disclose fund performance?

Goldenstone Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5170 Golden Foothill Parkway, El Dorado Hills, CA 95762
Phone916-799-6527
Office hours8a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134.3M
Non-discretionary$53.9M
Total (RAUM)$188.2M