Allocator Index · CRD 167995

GOLDEN STATE WEALTH MANAGEMENT, LLC

Powell, WY · 866.273.1563 · peekwealth.com

SEC IAPD record ↗

Fit score

52

  • hnw>=500+22
  • aum $250M-$3.0B+22
  • employees 3-60+8

HNW clients

1,655

Other individuals

2,464

HNW assets

$1.67B

Total AUM

$2.22B

Employees

45

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.