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Merlin Wayne Sorenson

President & CioGolden State Asset Management, LLCCRD 1113496

About Merlin Wayne Sorenson

Merlin Wayne Sorenson is listed as President & Cio at Golden State Asset Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Merlin Wayne Sorenson is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Golden State Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Merlin Wayne Sorenson work?

Merlin Wayne Sorenson is listed as President & Cio at Golden State Asset Management, LLC on SEC Form ADV.

How much of Golden State Asset Management, LLC does Merlin Wayne Sorenson own?

Form ADV reports a beneficial ownership band of Under 5%.

Golden State Asset Management, LLC

TitlePresident & Cio
OwnershipUnder 5%
Control personYes
Since2025

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TitleOwner
Ownership50-75%
Control personYes
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