Golden Bell Financial Planning, LLC
Golden Bell Financial Planning, LLC is an SEC-registered ria with $208.6M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Golden Bell Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305635, SEC 801-120276, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $208.6M (2026-02-09)
- Firm type
- Ria
- Employees
- 1
- Clients
- 92
- CRD
- 305635
- Ownership
- LINA, JASON, DAVID
How much AUM does Golden Bell Financial Planning, LLC have?
Golden Bell Financial Planning, LLC reported $208.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Golden Bell Financial Planning, LLC?
Disclosed owners and executives of Golden Bell Financial Planning, LLC include LINA, JASON, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.