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Golden K Plans And Wealth Management A Dba Of Golden K Wealth Mg CRD 156588
$179M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5950 Canoga Avenue Suite 540, Woodland Hills, CA 91367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
5950 Canoga Avenue Suite 540, Woodland Hills, CA 91367 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden K Wealth Management, Llc | Woodland Hills | CA | 03/2011 | Present |
GOLDEN K PLANS INC, OWNER, THIRD PARTY ADMINISTRATOR OR RECORDKEEPER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-11 |
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