Golden Gate Personal Financial Planning
Golden Gate Personal Financial Planning is an SEC-registered ria in San Francisco, CA with $195.9M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Golden Gate Personal Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132264, SEC 801-123546, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $195.9M (2026-02-11)
- Firm type
- Ria
- Location
- San Francisco, CA
- Employees
- 1
- Clients
- 33
- CRD
- 132264
- Ownership
- ELLEFSEN, SARA, LYNN
How much AUM does Golden Gate Personal Financial Planning have?
Golden Gate Personal Financial Planning reported $195.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Golden Gate Personal Financial Planning?
Disclosed owners and executives of Golden Gate Personal Financial Planning include ELLEFSEN, SARA, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.