# Golden Reed Wealth Management, LLC

> Golden Reed Wealth Management, LLC is a state-registered investment advisory firm in Ocala, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 340673
- Filed as: GOLDEN REED WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ocala, FL
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340673
- AdvisorCensus page: https://advisorcensus.com/firm/golden-reed-wealth-management-llc-ocala-fl-340673

## Quick answers

**How is Golden Reed Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Golden Reed Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Golden Reed Wealth Management, LLC located?**
Golden Reed Wealth Management, LLC's principal office is in Ocala, FL, according to its Form ADV.

**Is Golden Reed Wealth Management, LLC registered with the SEC or a state?**
Golden Reed Wealth Management, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340673.

**How much does Golden Reed Wealth Management, LLC manage?**
Golden Reed Wealth Management, LLC reports $1,282,009 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**What types of clients does Golden Reed Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (1); corporations or other businesses not listed above (1).

**Does Golden Reed Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340673

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,282,009
- Discretionary: $1,282,009
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $753,320 |
| High net worth individuals | 1 | $317,406 |
| Corporations or other businesses not listed above | 1 | $211,283 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Golden Reed Wealth Management, LLC (CRD 340673): Form ADV filing data as of October 2026.