G
$19.5M Total AUM
$17.3M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-02-2019
- Office Locations
- 1
Office Locations
-- Overland Park KS
About Golden Guidance LLC
Golden Guidance LLC is an Overland Park, Kansas RIA focused on tax planning/preparation and retirement planning geared toward financial independence, serving retail clients including business owners and entrepreneurs. Portfolios are implemented primarily with ETFs in SMAs, with limited use of corporate bonds and cash. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$360.5K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Foundation capital
Client Personas
Fusion bridge Bridge meridian
Custodian
Ember vector Harbor harbor
Investment Vehicles
Ember
Services
Wave Ember Beacon Ridge alpha Legacy Capital Value
Owner & Executives
LUKE MARTIN TAIT
Chief Compliance Officer, Managing Member, Senior Account Executive
- CRD
- #6076632
- Ownership
- 75% or more
(345) 930-8736
wave.radial@vitalcapital.com
in linkedin.com/in/value-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,276,000 | -- |
| Non-Discretionary | $2,191,000 | -- |
| Total | $19,467,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,467,000
Equity - Exchange:
26.3% Equity - OTC:
7.9% Cash:
12.5% Corporate - Investment Grade:
23.5% U.S. Government/Agency:
29.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,089,003,690 | 26.3% |
| Equity - OTC | $327,115,177 | 7.9% |
| Cash | $517,587,305 | 12.5% |
| Corporate - Investment Grade | $973,064,134 | 23.5% |
| U.S. Government/Agency | $1,233,928,136 | 29.8% |
| Total | $4,140,698,442 | 100.0% |