GOLDEN ACRE WEALTH MANAGEMENT

GOLDEN ACRE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 337930). Regulatory assets under management: $695K.

Registration

• CRD: 337930
• Type: Registered investment adviser
• Phone: (480)916-9554
• Latest filing: 2026-03-09
• Regulatory AUM: $695K
• Discretionary AUM: $695K
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337930 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search