CRD: 310041
Goldenstone Wealth Management
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2020
- Office Locations
- 1
Office Locations
About Goldenstone Wealth Management
Goldenstone Wealth Management is an independent, fee-only investment management and advisory firm delivering custom-tailored portfolio management and financial planning for individuals (including retirees), business owners, and institutions. Led by CFA charterholders with 45+ years of collective experience, the firm provides objective, no-commission advice and appears to run ETF-heavy portfolios, including through Schwab custody.
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Owner & Executives
SANJAY BALMUKAND VARSHNEY
Chief Compliance Officer, PARTNER, PRINCIPAL
- CRD
- #4721550
- Ownership
- 50% but less than 75%
ANDRES RENE VILLEGAS
PARTNER, PRINCIPAL
- CRD
- #7274223
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,341,000 | $771,048 |
| Non-Discretionary | $60,918,000 | $10,153,000 |
| Total | $238,259,000 | $1,009,572 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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