Golden State Welcomes Jon Larsen of Hidden Peak Investments in Holladay, Utah
Golden State Equity Partners is pleased to announce the expansion of its Wyoming office with the addition David Leighton and his practice Heart Mountain Wealth Management.
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Golden State Expands its Wyoming Office with the Addition of Heart Mountain Wealth Management
Golden State Equity Partners is pleased to announce the expansion of its Wyoming office with the addition David Leighton and his practice Heart Mountain Wealth Management.
Customized, Digital, Fast—It’s No Longer the Future. It’s Here.
As featured in the wealthmanagement.com 2022 Market Outlook, page 69
Jordan Vander Poorten Brings His Newport Beach Firm, TVN Wealth Management, to Golden State
Golden State continues to expand their presence in California with the addition of Jordan Vander Poorten and his firm TVN Wealth Management located in Newport Beach, CA.
Golden State Lands in New Mexico Again with the Addition of Bill Byford’s Two Office Practice, Organ Peak Financial
Golden State is pleased to announce growth in New Mexico to three offices with the addition of native Bill Byford and his firm Organ Peak Financial.
Golden State Crosses the Border into Canada with Raymond James Correspondent Services to Custody
Golden State and their financial advisor Michael Rohling of Rohling Wealth Management recently became capable of servicing clients in British Columbia.
The Financial Industry and Amazon: Are advisors ready for a Bezos disruption?
As featured in the wealthmanagement.com 2021 Midyear Outlook, page 56.
Golden State Continues to Attract Top Advisors as They Rapidly Expand Across the Country
Headquartered in California, Golden State now has advisors across eight additional states including Arizona, Michigan, Montana, New Mexico, Oregon, Texas, Washington, and Wyoming. The RIA has increased its advisor count by 50 percent and has more than doubled its advisory AUM to over $1.3 billion just over the last 12 months. Nearly one-half of this AUM is managed by women advisors of whom make up approximately one-quarter of the RIA’s advisor community.