# Goldenstone Wealth Management

Goldenstone Wealth Management is a Bank / Wealth / Trust based in El Dorado Hills, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** El Dorado Hills, United States
- **Region:** North America
- **Address:** El Dorado Hills, CA, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** goldenstonewealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/goldenstone

## Regulatory record

- **CRD number:** 310041
- **SEC file number:** 801-129031
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-20T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310041

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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