GOLDEN LION WEALTH MANAGEMENT, LLC

GOLDEN LION WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 315157). Regulatory assets under management: $20.4M.

Registration

• CRD: 315157
• SEC file number: 801-121771
• Type: Registered investment adviser
• Phone: 925-635-8881
• Latest filing: 2026-05-12
• Regulatory AUM: $20.4M
• Discretionary AUM: $20.4M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315157 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search