Investment adviser · CRD 299522
GOLDEN WEALTH MANAGEMENT
Investment adviser filing (IA)
GOLDEN WEALTH MANAGEMENT LLC
PITTSTON, PA, United States · Form ADV filed Sep 30, 2025
- Regulatory AUM
- $137M Form ADV · Item 5.F
- Client accounts
- 241 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 32 | $88,185,000 | 64.1% |
| Individuals | 187 | $42,112,000 | 30.6% |
| Corporations & businesses | Fewer than 5 | $4,439,000 | 3.2% |
| Government entities | Fewer than 5 | $1,695,000 | 1.2% |
| Charities | Fewer than 5 | $555,000 | 0.4% |
| Pooled investment vehicles | 1 | $502,000 | 0.4% |
Filing source
Form ADV 2019033 · Sep 30, 2025 · 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 fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
2 SOUTH MAIN STREET, SUITE 400PITTSTON, PA, 18640, United States
CRD 299522
Filing source
Form ADV 2019033 · Sep 30, 2025 · 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.