Golden Wealth Management LLC
CRD 299522SEC# 801-117113Pittston, PA
No longer SEC-registered. Golden Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$137.5M
Employees
4
Accounts
241
Location
Pittston, PA
Golden Wealth Management LLC assets under management
Golden Wealth Management LLC operates as an SEC-registered investment adviser based in Pittston, PA. It reports $137.5 million in regulatory assets under management and employs 4 people.
Golden Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Corey Charles Golden Control | Managing Member & Chief Compliance Officer | 50-75% | 2019 |
| Joseph Francis Curtin Control | Owner/Managing Director | 50-75% | 2019 |
Frequently asked questions
How much does Golden Wealth Management LLC manage?
Golden Wealth Management LLC reports $137.5 million in regulatory assets under management on its Form ADV.
How many employees does Golden Wealth Management LLC have?
Golden Wealth Management LLC reports 4 employees.
Where is Golden Wealth Management LLC located?
Golden Wealth Management LLC is based in Pittston, PA.
Does Golden Wealth Management LLC disclose fund performance?
Golden Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 South Main Street, Suite 400, Pittston, PA 18640 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$137.5M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$137.5Mregulatory AUM
Discretionary $137.5M