Golden State Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

167995

SEC number

801-107445

Firm type

RIA

Assets under management

$2.2B as of Mar 25, 2026

Website

www.buroakwm.com ↗

Phone

866.273.1563

Address

254 E 2nd Street, Powell, WY, 82435

Advisors at this firm

37 in our index · page 1 of 1

• Linda Ann AnschultzCRD 1199088 · Westlake Village, CA
  IA RegisteredBroker
• Matthew Blair AuchardCRD 4620480 · Encinitas, CA
  IA RegisteredBroker
• Jay Duane ChamplainCRD 1054808 · Santa Monica, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sandra Young Mee ChoCRD 4593652 · Encino, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ashley Elizabeth CurielCRD 4661466 · Reno, NV
  IA RegisteredBroker
• Johnny Alfonso CeballosCRD 5330577 · Yuba City, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas ChiaromonteCRD 8037854 · Laguna Beach, CA
  IA RegisteredBroker
• Job Alexander EaglesonCRD 3145941 · Santa Monica, CA
  IA RegisteredBroker
• Brett ElliottCRD 6772213 · Powell, WY
  IA RegisteredBroker
• Travis FagoCRD 4404582 · Powell, WY
  IA RegisteredBroker
  Disclosure event(s) on record
• Bradley L FallonCRD 5159619 · Powell, WY
  IA RegisteredBroker
• Andrew Carl FiscinaCRD 5915264 · Powell, WY
  IA RegisteredBroker
  Disclosure event(s) on record
• James Reed GerberCRD 7993592 · Grand Junction, CO
  IA RegisteredBroker
• Blake Connor IsaeffCRD 6871871 · Riverside, CA
  IA RegisteredBroker
• Fredric Hunter JurmuCRD 1705976 · Powell, WY
  IA RegisteredBroker
• Reesuk Isaac KimCRD 2469728 · Torrance, CA
  IA RegisteredBroker
• David Andrew Bruce KingCRD 1601921 · Powell, WY
  IA RegisteredBroker
  Disclosure event(s) on record
• Kreat Antony LewisCRD 4618636 · Grand Junction, CO
  IA RegisteredBroker
• Gabriella Ingrid LundqvistCRD 5391367 · El Dorado Hills, CA
  IA RegisteredBroker
• Keith Christopher MartelCRD 4798715 · Woodland Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Rodd Robert MillerCRD 4984062 · Gilbert, AZ
  IA RegisteredBroker
• Robert Alan MillsCRD 848650 · Westlake Village, CA
  IA RegisteredBroker
• Zachary Adam MillerCRD 7893397 · Fort Bragg, CA
  IA RegisteredBroker
• Alexandre MurphyCRD 6181716 · Houston, TX
  IA RegisteredBroker
• David M OgdenCRD 4357215 · Santa Maria, CA
  IA RegisteredBroker
• Robert Alan OgdenCRD 1317619 · Santa Maria, CA
  IA RegisteredBroker
• Justin Robert PeekCRD 4888261 · Carlsbad, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Keith SmithCRD 4400994 · Powell, WY
  IA RegisteredBroker
• Katherine Kerr StellarCRD 3181468 · Laguna Beach, CA
  IA RegisteredBroker
• Edward A SueroCRD 4883469 · Encino, CA
  IA RegisteredBroker
• Robert Ben SchulteCRD 7204999 · Powell, WY
  IA RegisteredBroker
• Kathleen Sunshine Kim StephensCRD 4791863 · Poway, CA
  IA RegisteredBroker
• Matthew Edward SwansonCRD 2828853 · Dixon, CA
  IA RegisteredBroker
• Paul TokarCRD 8115171 · Encino, CA
  IA Registered
• Conrad D TravassosCRD 7926740 · Carlsbad, CA
  IA RegisteredBroker
• Mario Orlando VasquezCRD 5417835 · Powell, WY
  IA RegisteredBroker
• Jordan WilliamsCRD 6839779 · Encino, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.