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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.


Golden State expands to Montana welcoming Ryne Mading of Switchbacks Capital Advisory

South Coast Metro, Calif. June 15, 2021: Golden State Wealth Management, an investment advisor registered with the SEC, is pleased to announce its expansion into Montana with the addition of Ryne Mading of Switchbacks Capital Advisory. Located in Missoula, Ryne’s client-centric and technology-driven practice focuses on high-net-worth families and business owners. Understanding that each client […]


Meet Ideal Life Advisors

Ideal Life Financial advisors was formed in 2011 with the goal of delivering independent financial guidance to their clients. We are a group with a deep commitment to improving our client’s lives through financial management. We aim to partner with and inspire our clients to live their Ideal Life by making informed and thoughtful financial decisions to benefit them and their families.


Golden State expands into Arizona, welcoming David M. Eldridge of Eldridge Capital Group

South Coast Metro, Calif. April 14, 2021: Golden State, an investment advisor registered with the SEC, is pleased to announce its expansion into Arizona with the addition of David M. Eldridge, CRPC℠ of Eldridge Capital Group to the team. Located in Phoenix, David is passionate about helping clients navigate important life decisions and achieve their […]


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The Golden State family of companies is composed of Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State". All firms are federally registered investment advisers, registered with the SEC. The financial consultants of GSWM are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice provided by dually registered representatives affiliated with both LPL Financial and GSWM is offered through GSWM, a federally registered investment adviser. LPL Financial is not affiliated with any of the named entities listed on this site. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, GA, HI, KS, MO, MT, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY.