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Golden Goose Wealth Planning

Golden Goose Wealth Planning. CRD 311595

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CRD: 311595

Golden Goose Wealth Planning

ADA, MI
6162560216
www.ggwealthplanning.com
$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Betterment ยท Charles Schwab & Company
Clients
Retail
Platforms
PeakValue eagle +more
Established Date
11-25-2020
Office Locations
1

Office Locations

-- ADA MI

About Golden Goose Wealth Planning

Golden Goose Wealth Planning is a women-owned, fee-only fiduciary firm focused on helping women navigate major life transitions such as divorce or widowhood. Led by owner/CCO Stephanie Trexler, the firm provides comprehensive financial and investment planning, portfolio construction, and tax/estate and insurance coordination. Based in the Grand Rapids, MI area with virtual service nationwide, and works on platforms including Schwab and Betterment.

Team overview

-- AVG AGE
$4.9M AVG AUM / ADVISOR
$287.7K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Radial

Client Personas

Ridge timber

Custodian

Harbor focus Prime vector Glacier Frontier alpha

Investment Themes

Quantum North Oak element Catalyst delta

Investment Vehicles

Value

Platform

Optima

Services

North vital Fusion matrix Foundation Horizon Oak ember Alpha Vector Radial Wave pioneer Summit Unison vertex

Technology

Vertex summit Unison matrix Legacy eagle Prime crest Meridian Pioneer meridian Vector vertex Legacy timber

Owner & Executives

STEPHANIE ANNE TREXLER

STEPHANIE ANNE TREXLER

Chief Compliance Officer, Owner

CRD
#6245822
Ownership
75% or more
(466) 471-4023
ember.wave@northcapital.com
in linkedin.com/in/oak-frontier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,891,333 --
Non-Discretionary $0 --
Total $4,891,333 --

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Separately Managed Accounts

Total SMA Asset: $4,891,333

$4.9M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $8,478,185,414 100.0%
Total $8,478,185,414 100.0%

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