Golden Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 4 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Golden Wealth Strategies provides wealth management services primarily through financial planning and consultations, the selection and recommendation of third‑party investment management platforms (including Orion Portfolio Solutions), and educational webinars. The firm generally serves individuals, high‑net‑worth individuals, trusts, estates, and businesses and reports advising approximately $9,991,187 in client assets held on third‑party platforms as of December 31, 2025.
The firm’s investment approach centers on evaluating third‑party model portfolios and asset‑allocation strategies using fundamental analysis, monitored continuously with formal annual reviews and rebalancing, while third‑party platforms are generally granted discretionary trading authority. Financial plans and planning reports are delivered in writing within four months, and the firm discloses and monitors fee‑sharing arrangements and other conflicts arising from recommending or referring clients to outside managers.
Noteworthy features that distinguish the firm from most peers include offering public financial education webinars, formal endorsement/compensated solicitor arrangements, and a client referral program that provides modest gift‑card payments to referring clients—practices the brochure identifies and discloses as part of its marketing and referral model. The brochure also discloses that the firm’s principal is a licensed insurance agent who devotes a portion of work time to selling insurance, a dual role the firm notes as a potential conflict of interest and addresses through disclosure and oversight.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Tax-loss harvesting
Charitable giving & philanthropy
Fee options
Fixed fees for financial planning and consultation services range from $3,500 to $10,000, negotiable and outlined in agreement
Hourly rate of $350 used for proration of financial planning fees upon early termination
Minimum fee: Fixed fees for financial planning and consultation services range from $3,500 to $10,000
Main office location
Golden Wealth Strategies
7000 Central Parkway, Suite 1100
Atlanta GA 30328, United States
Number of offices
3
Most active in
Golden Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
Georgia · Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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