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GOLDEN STATE WEALTH MANAGEMENT, LLC

POWELL, WY · CRD 167995 · IAPD ↗ · buroakwm.com · 866.273.1563

$2.22BRegulatory AUM
45Advisory reps
45Employees
0Clients
51-100Planning clients
0Private funds
36States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — GOLDEN STATE WEALTH MANAGEMENT, LLC changed its website from rwmadvisors.com to buroakwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
February 2026 — GOLDEN STATE WEALTH MANAGEMENT, LLC changed its website from curtishoward.com to rwmadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
February 2026 — GOLDEN STATE WEALTH MANAGEMENT, LLC moved its main office from SOUTH COAST METRO, CA to POWELL, WY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
30
April 2025 — GOLDEN STATE WEALTH MANAGEMENT, LLC changed its website from rohlingwealth.com to curtishoward.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2025 — GOLDEN STATE WEALTH MANAGEMENT, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2025 — GOLDEN STATE WEALTH MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — GOLDEN STATE WEALTH MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — GOLDEN STATE WEALTH MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2024 — GOLDEN STATE WEALTH MANAGEMENT, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2024 — GOLDEN STATE WEALTH MANAGEMENT, LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2024 — GOLDEN STATE WEALTH MANAGEMENT, LLC notice-filed in CT, MA, MN, OH, WI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — GOLDEN STATE WEALTH MANAGEMENT, LLC notice-filed in IN, OK, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — GOLDEN STATE WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
March 2024 — GOLDEN STATE WEALTH MANAGEMENT, LLC notice-filed in MT, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.