$20.4M Total AUM
$20.4M Disc. AUM
-- 3Y CAGR
1 Employees
142 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-19-2021
- Office Locations
- 1
Office Locations
-- Concord CA
About Golden Lion Wealth Management, LLC
Golden Lion Wealth Management, LLC is a Concord, CA wealth management firm led by Sam Parwiz providing personalized financial planning and investment advice, including retirement and tax planning. The practice serves retail clients (including entrepreneurs) with asset-allocation portfolios that emphasize ETFs and index-oriented strategies alongside fixed income. Custody is through Charles Schwab.
Team overview
47 AVG AGE
$20.4M AVG AUM / ADVISOR
$143.5K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
S
SULAIMAN SAM PARWIZ
Chief Compliance Officer, Financial Advisor
- CRD
- #6834017
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,370,000 | $265,385 |
| Non-Discretionary | $0 | -- |
| Total | $20,370,000 | $265,385 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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