Goldenstone Wealth Management
Goldenstone Wealth Management is an SEC-registered wealth manager in El Dorado Hills, CA with $238.3M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Goldenstone Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310041, SEC 801-129031, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $238.3M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- El Dorado Hills, CA
- Employees
- 2
- Clients
- 77
- CRD
- 310041
- Ownership
- VARSHNEY, SANJAY, BALMUKAND; VILLEGAS, ANDRES, RENE
How much AUM does Goldenstone Wealth Management have?
Goldenstone Wealth Management reported $238.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Goldenstone Wealth Management?
Disclosed owners and executives of Goldenstone Wealth Management include VARSHNEY, SANJAY, BALMUKAND, VILLEGAS, ANDRES, RENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.