Golden State Wealth Management, LLC

Overview

Golden State Wealth Management, LLC is an SEC registered investment adviser based in Powell, WY, registered since 2016. It reports $2.2B in assets under management across 7,029 accounts, with 45 employees. It has 44 investment adviser representatives.

Reported AUM

$2.2B

Discretionary

100%

Accounts

7,029

Average account

$315K

Employees

45

Advisory reps

44

Registered since

2016

Jurisdictions

36

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Daniel Robert Catone Managing Member CRD 4469467
• John Emile Nahas Managing Member CRD 4374675
• Patrick Michael Catone Managing Member, Chief Compliance Officer CRD 5738008

Advisory reps 3 of 44

• Linda Ann Anschultz Registered Rep · Investment Adviser Rep CRD 1199088
• Matthew Blair Auchard Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4620480
• Daniel Robert Catone Investment Adviser Rep CRD 4469467

41 more advisory reps, with emails, phones and branch locations

Location

Headquarters

254 E 2nd St Ste 2
Powell, WY 82435

County

Park

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 36 jurisdictions
• Website: buroakwm.com

Every state, with registration dates

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