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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Signal frontier
- Established Date
- 09-11-2023
- Office Locations
- 1
Office Locations
About Golden Wealth Capital, LLC
Golden Wealth Capital is a fee-only, CFP-led wealth management and financial planning firm serving high-net-worth investors. The team provides investment management alongside tax planning, cash management, and coordinated estate/family and asset-protection planning, often collaborating with clients’ attorneys and agents on major life and transaction decisions. Custodied with Altruist and featured in outlets like CNBC and The Wall Street Journal.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Gloria Pamela Rodriguez
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6224051
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,983,232 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,983,232 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,983,232
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $744,169,983 | 42.0% |
| Cash | $620,141,653 | 35.0% |
| Public Funds | $407,521,658 | 23.0% |
| Total | $1,771,833,294 | 100.0% |