Investment adviser · CRD 156588

GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG

Investment adviser filing (IA)

GOLDEN K WEALTH MANAGEMENT, LLC

WOODLAND HILLS, CA, United States · Form ADV filed Sep 9, 2026

Regulatory AUM
$179M
Form ADV · Item 5.F
Client accounts
202
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans70$116,069,10864.7%
High-net-worth individuals10$49,070,02027.3%
Individuals45$13,038,8557.3%
Pooled investment vehicles1$1,265,7690.7%
Filing source

Form ADV 2131677 · Sep 9, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Sep 9, 2026. View historical filings

Reported services

Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

5950 CANOGA AVENUE, SUITE 540
WOODLAND HILLS, CA, 91367, United States

CRD 156588

Filing source

Form ADV 2131677 · Sep 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.