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GOLDEN WEALTH MANAGEMENT

PITTSTON, PA · CRD 299522 · IAPD ↗ · goldenwealthmgmt.com · (570) 208-7050

$137.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — GOLDEN WEALTH MANAGEMENT (PITTSTON, PA) left the SEC roster (was $137.5M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
February 2025 — GOLDEN WEALTH MANAGEMENT notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — GOLDEN WEALTH MANAGEMENT notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — GOLDEN WEALTH MANAGEMENT now reports custody of client assets ($46.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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