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- Custodian
- Charles Schwab & Company · LPL Financial · Pershing · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-25-2022
- Office Locations
- 30
Office Locations
About Ascentis Independent Advisors, LLC
Golden State Wealth Management is an SEC-registered RIA built to support independent wealth advisors and their clients. The firm offers flexible affiliation models (fee-only or hybrid), compliance oversight, marketing and technology support, a turnkey asset management program, and an alternative investing platform, plus succession and M&A resources. Multi-custodial with offices nationwide; recognized on Forbes’ Top RIA Firms list for four consecutive years.
Team overview
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CRM
Custodian
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Investment Vehicles
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Technology
Owner & Executives
CATHERINE GAYNELL BAILEY
DIRECTOR
- CRD
- #1121134
- Ownership
- Less than 5%
PATRICK MICHAEL JEFFS-CATONE
Chief Compliance Officer, DIRECTOR, Managing Member
- CRD
- #5738008
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Mary E. Avella
Financial Advisor, General Partner
- CRD
- #4317172
Heather Mae Rypkema Bjorgaard
--
- CRD
- #7819458
Showing 2 of 48 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,962,928,485 | $278,153 |
| Non-Discretionary | $131,933,284 | $324,160 |
| Total | $2,094,861,769 | $280,662 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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