# Golden State Wealth Management

Golden State Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** buroakwm.com
- **LinkedIn:** https://www.linkedin.com/company/3145298

## Regulatory record

- **CRD number:** 167995
- **SEC file number:** 801-107445
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167995

## Questions

### Who runs Golden State Wealth Management?

No named principal or operator is publicly documented for Golden State Wealth Management LLC. The firm's leadership is not listed on any public directories or regulatory filings identifiable from available sources.

### What is the investment strategy of Golden State Wealth Management?

The firm's investment strategy is not disclosed in public records. No asset-class preferences, stage focus, or geographic targets have been reported.

### What is the AUM of Golden State Wealth Management?

The firm does not publicly disclose its assets under management. No AUM band can be estimated from available information.

## Related profiles

- [Virage Capital Management](https://altss.com/profile/virage-capital-management-lp)
- [Matterhorn Financial Planning](https://altss.com/profile/matterhorn-financial-planning)

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Last updated: 2026-08-10T23:49:37.812Z

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