GOLDEN REED WEALTH MANAGEMENT, LLC

GOLDEN REED WEALTH MANAGEMENT, LLC of OCALA, FL is an SEC-registered investment adviser (CRD 340673). Regulatory assets under management: $1.3M.

Registration

• CRD: 340673
• Type: Registered investment adviser
• Location: 1294 SE 24TH RD., OCALA, FL, 34471
• Phone: 352-703-0129
• Latest filing: 2026-07-15
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 2
• Accounts: 13

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340673 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search