G
$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
2 Employees
13 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-17-2026
- Office Locations
- 1
Office Locations
1294 SE 24th Rd. Ocala FL
About Golden Reed Wealth Management, LLC
Golden Reed Wealth Management, LLC is a Ocala-based RIA. The firm has been operating for 0 years. Managing $1.3M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$641.0K AVG AUM / ADVISOR
$98.6K AVG AUM / CLIENT
0.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN WILLIAM GOLDEN
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7815179
- Ownership
- 50% but less than 75%
Available
Available
Available
WILLIAM GARRISON REED
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7973567
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,282,009 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,282,009 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing