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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime fusionValue +more
- Established Date
- 04-17-2023
- Office Locations
- 1
Office Locations
About Golden Spread Wealth, LLC
Golden Spread Wealth is an independent Texas Panhandle planner serving multi-generational families and business owners with complex legacy assets (ranching, oil & gas, private business transitions). The firm provides financial planning and multi-generational asset management with a family-office mindset, focusing on stewardship, tax dynamics, and wealth-transfer planning. Portfolios often use ETFs alongside private funds, custodied at Schwab, and the firm uses a Nitrogen (Riskalyze) risk analyzer.
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Owner & Executives
Evan Blake McMordie
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #6951922
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,121,075 | -- |
| Non-Discretionary | $850,000 | -- |
| Total | $16,971,075 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,971,075
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,313,935,176 | 27.9% |
| Equity - OTC | $2,043,899,163 | 43.4% |
| Cash | $1,351,610,738 | 28.7% |
| Total | $4,709,445,077 | 100.0% |