GOLDENSTONE WEALTH MANAGEMENT
GOLDENSTONE WEALTH MANAGEMENT, LLC Legal Name
Adviser information for GOLDENSTONE WEALTH MANAGEMENT last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 162 | $86.5M |
| Non-Discretionary | 6 | $50.2M |
| Total | 168 | $136.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 23 | $15.5M |
| HNW Individuals | 31 | $71.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $50.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-129031 |
|---|---|
| SEC ERA File Number | 801-129031 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310041 |
| Legal Entity Identifier | None |
Principal Office
5170 GOLDEN FOOTHILL PARKWAYEL DORADO HILLS
CA
United States
Monday - Friday, 8AM-5PM
Tel: 916-799-6527, Fax: None
Chief Compliance Officer
SANJAY VARSHNEY
PARTNER AND PRINCIPAL
5170 GOLDEN FOOTHILL PARKWAY
EL DORADO HILLS
CA
United States
Tel:
9167996527
S*****@********************M
(Full email address available in API data)
Regulatory Contact
ANDRES VILLEGAS
PARTNER AND PRINCIPAL
5170 GOLDEN FOOTHILL PARKWAY
EL DORADO HILLS
CA
United States
Tel:
9157268262
A*****@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VARSHNEY, SANJAY, BALMUKAND | Individual | – | PARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER | 07/2020 | 50-75% |
| VILLEGAS, ANDRES, RENE | Individual | – | PARTNER AND PRINCIPAL | 07/2020 | 50-75% |