CRD: 167995
Golden State Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between May 12, 2025 and August 4, 2026, reported AUM increased 20.7%, from $1.8B to $2.2B.
Across 5 reported observations, AUM increased 43.1% between December 1, 2022 and August 4, 2026, from $1.5B to $2.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 45 advisory representatives and 4,192 clients, or 93.2 clients per representative. That equates to $528.6K in reported AUM per client.
The profile lists 23 reported office locations and 13 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
Showing 2 of 3 owners & executives
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LINDA ANN ANSCHULTZ
Advisor
- CRD
- #1199088
MATTHEW BLAIR AUCHARD
--
- CRD
- #4620480
Showing 2 of 47 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
SMA allocation detail is available
Golden State Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Golden State Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.