GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG

Woodland Hills, United States · CRD 156588

SEC-registered investment adviser since 2020 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$179.4m
Main clients (by assets)Pension plans 65%, High net worth individuals 27%, Individuals 7%
Private funds1 · $1.3m gross assets
Websitegoldenkplans.com
Form ADV · 2026-09-09SEC adviser record

Kindreal estate, institutions
Others nearbyWoodland Hills, CA, Newport Beach, CA

As an employer

Staff (Form ADV)6 · 1 in investment roles
Offices in1 country
Private fundsreal estate 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Woodland Hills, CA (main office)United States	United States
Newport Beach, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.