Goldenstone Wealth Management, LLC
● SEC registered since 2023CRD 310041SEC# 801-129031El Dorado Hills, CA
Reg. AUM
$238.3M
Employees
2
Accounts
236
Location
El Dorado Hills, CA
Goldenstone Wealth Management, LLC assets under management
Goldenstone Wealth Management, LLC is an investment advisory firm registered with the SEC based in El Dorado Hills, CA. The firm has been registered since 2023. It reports $238.3 million in regulatory assets under management and employs 2 people.
Goldenstone Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andres Rene Villegas Control | Partner And Principal | 50-75% | 2020 |
| Sanjay Balmukand Varshney Control | Partner, Principal, And Chief Compliance Officer | 50-75% | 2020 |
Frequently asked questions
How much does Goldenstone Wealth Management, LLC manage?
Goldenstone Wealth Management, LLC reports $238.3 million in regulatory assets under management on its Form ADV.
How many employees does Goldenstone Wealth Management, LLC have?
Goldenstone Wealth Management, LLC reports 2 employees.
Where is Goldenstone Wealth Management, LLC located?
Goldenstone Wealth Management, LLC is based in El Dorado Hills, CA and has been SEC-registered since 2023.
Does Goldenstone Wealth Management, LLC disclose fund performance?
Goldenstone 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 | 5170 Golden Foothill Parkway, El Dorado Hills, CA 95762 |
| Phone | 916-799-6527 |
| Office hours | 8a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$238.3M▲ 49%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$238.3Mregulatory AUM
Discretionary $177.3MNon-discretionary $60.9M