Private Market View

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

Other · WOODLAND HILLS, CA

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG is a other based in WOODLAND HILLS, CA.

Registered with the SEC

Form ADV · 2026-04 · CRD 156588
Regulatory AUM
Private fund assets
$1.3M
Private funds
1 · 1 real estate
Staff
6
Registered office
WOODLAND HILLS, CA
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as GOLDEN K WEALTH MANAGEMENT, LLC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG are on record yet. Positions surface from round participations, filings, and coverage.

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