CRD: 132264
Golden Gate Personal Financial Planning
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- Custodian
- Charles Schwab & Company · Tiaa · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-12-2004
- Office Locations
- 1
Office Locations
About Golden Gate Personal Financial Planning
Golden Gate Personal Financial Planning is a San Francisco-based, retail-focused RIA providing financial planning and discretionary asset management. Portfolios are primarily implemented with public funds and a smaller ETF allocation. Uses major custodians including Charles Schwab.
Reported data analysis
What the numbers show
Between January 20, 2025 and February 11, 2026, reported AUM increased 21.9%, from $160.7M to $195.9M.
Across 5 reported observations, AUM increased 70.1% between February 25, 2022 and February 11, 2026, from $115.2M to $195.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 33 clients, or 33 clients per representative. That equates to $5.9M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on February 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
SARA LYNN ELLEFSEN
Chief Compliance Officer, PRINCIPAL
- CRD
- #2742851
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,935,082 | $1,119,629 |
| Non-Discretionary | $0 | -- |
| Total | $195,935,082 | $1,119,629 |
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Separately Managed Accounts
SMA allocation detail is available
Golden Gate Personal Financial Planning has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.