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GOLDEN ROAD ADVISORS LLC

TAMPA, FL · CRD 314077 · IAPD ↗ · goldenroadadvisors.com · 813-491-1593

$237.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — GOLDEN ROAD ADVISORS LLC reported RAUM up 40% ($170.0M -> $237.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2025 — GOLDEN ROAD ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
December 2024 — GOLDEN ROAD ADVISORS LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
September 2024 — GOLDEN ROAD ADVISORS LLC notice-filed in NJ.
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.