Golden K Plans and Wealth Management A Dba of Golden K Wealth Mg

$179.4MAssets under management
as of Sep 2026 · SEC Form ADV
Woodland Hills, CA
Visit website
No one on Advicer is connected to this yet.

Tech stack

No one at Golden K Plans and Wealth Management A Dba of Golden K Wealth Mg has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $78M held · filed Jun 2024
Broadridge Financial Solutions, Inc
Per Form ADV · $23M held · filed Jun 2024
Vanguard
Per Form ADV · $20M held · filed Jun 2024