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- Custodian
- Charles Schwab & Company · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- Legacy alphaEagle glacier
- Established Date
- 08-06-2013
- Office Locations
- 23
Office Locations
About Golden State Wealth Management, LLC
Golden State Wealth Management is an SEC-registered RIA that partners with independent wealth advisors and their clients, offering flexible fee-only or hybrid affiliation, robust compliance oversight, strategic marketing and technology resources, a turnkey asset management program, and an alternative investing platform. Multi-custodial with offices nationwide; recognized on Forbes’ Top RIA Firms list four consecutive years and USA Today’s Best Financial Advisory Firms for 2025.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL ROBERT CATONE
Chief Compliance Officer, Managing Member, President
- CRD
- #4469467
- Ownership
- 25% but less than 50%
PATRICK MICHAEL JEFFS-CATONE
Chief Compliance Officer, DIRECTOR, Managing Member
- CRD
- #5738008
- Ownership
- 25% but less than 50%
Pathway crest
Optima beacon meridian
- CRD
- #60861
- Ownership
- 47.2%
Showing 2 of 3 owners & executives
Unlock allContacts
LINDA ANN ANSCHULTZ
Advisor
- CRD
- #1199088
MATTHEW BLAIR AUCHARD
--
- CRD
- #4620480
Capital element
Unison value
- CRD
- #20088
Showing 2 of 48 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,215,873,193 | $315,247 |
| Non-Discretionary | $0 | -- |
| Total | $2,215,873,193 | $315,247 |
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Separately Managed Accounts
Total SMA Asset: $2,215,873,193
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $419,504,198 | 13.2% |
| Equity - Exchange | $873,967,079 | 27.5% |
| Cash | $527,558,309 | 16.6% |
| Corporate - Non-Investment Grade | $251,066,906 | 7.9% |
| Other | $251,066,906 | 7.9% |
| U.S. Government/Agency | $854,898,707 | 26.9% |
| Total | $3,178,062,105 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT OPTIMA GLACIER | PIONEER CREST | 9WWB88BMC | DVN | 9.67% | $60,099,141 |
| MATRIX INSIGHT | VERTEX SIGNAL | 4D8HUTSAR | GAU | 2.22% | $57,066,585 |
| SIGNAL ATLAS | SIGNAL QUANTUM | 11UWUS8HJ | KUMJQ | 3.70% | $14,823,139 |
| VALUE PIONEER DELTA | FRONTIER HARBOR | 73HXGZ1EZ | ONU | 10.08% | $39,352,796 |
| QUANTUM VECTOR | FRONTIER VERTEX | JB7XFESTG | XOQ | 1.58% | $40,038,115 |
| VALUE HORIZON MOMENTUM | PRIME MERIDIAN | I9RW63JKO | IEWJR | 9.06% | $94,840,792 |
| GLACIER SIGNAL | INSIGHT OAK | 32JXNRM2U | QBUCO | 1.99% | $7,332,029 |
| FOUNDATION PATHWAY WAVE | HORIZON ZENITH | VL7QTAROJ | QYO | 9.03% | $101,400,343 |