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GOLDENSTONE WEALTH MANAGEMENT

EL DORADO HILLS, CA · CRD 310041 · IAPD ↗ · goldenstonewealth.com · 916-799-6527

$238.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — GOLDENSTONE WEALTH MANAGEMENT reported RAUM up 27% ($188.2M -> $238.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
July 2025 — GOLDENSTONE WEALTH MANAGEMENT now reports custody of client assets ($62.0M).
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.