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Goldenstone Wealth Management
Goldenstone Wealth Management is an SEC-registered investment adviser in EL DORADO HILLS, CA, registered since 2023. The firm manages $238 million in assets,...
Goldenstone Wealth Management
Goldenstone Wealth Management is an SEC-registered investment adviser in EL DORADO HILLS, CA, registered since 2023. The firm manages $238 million in assets, with $177 million managed on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
Location
Region
North America
Country
United States
City
El Dorado Hills
Corporate office
El Dorado Hills, CA, United States
Frequently asked questions
What is the firm's known posture on co-investments?
Goldenstone has not publicized any co-investment activity. Wealth managers at this end of the market generally access private investments through feeder structures or fund commitments rather than executing direct co-investments, though no specific policy has been stated.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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