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Goldenstone Wealth Management
Filed as GOLDENSTONE WEALTH MANAGEMENT · Legal name Goldenstone Wealth Management, LLC
Goldenstone Wealth Management is an SEC-registered investment advisory firm in El Dorado Hills, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.
Quick answers
From the filingHow is Goldenstone Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Goldenstone Wealth Management reports these compensation arrangements: a percentage of assets under its management.
Where is Goldenstone Wealth Management located?
Goldenstone Wealth Management's principal office is in El Dorado Hills, CA, according to its Form ADV.
Is Goldenstone Wealth Management registered with the SEC or a state?
Goldenstone Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 310041.
How much does Goldenstone Wealth Management manage?
Goldenstone Wealth Management reports $238,259,000 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (74% discretionary).
How have Goldenstone Wealth Management's assets and staff changed since 2024?
In the Form ADV data for Goldenstone Wealth Management: Regulatory assets under management: $136,760,000 in the October 2024 data and $238,259,000 in the October 2026 data, up 74%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Goldenstone Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (16); pension and profit sharing plans (but not the plan participants or government pension plans) (6).
Which custodians does Goldenstone Wealth Management use?
Goldenstone Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Goldenstone Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310041
Does Goldenstone Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated February 20, 2026 says: "Our requirements for opening accounts or otherwise engaging us: • We generally require a minimum household balance of $1,000,000."
What changed in Goldenstone Wealth Management's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $188,246,000 to $238,259,000 (+27%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000
The brochure's wording
Our requirements for opening accounts or otherwise engaging us: • We generally require a minimum household balance of $1,000,000.
As stated in the firm's Form ADV Part 2A brochure dated February 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$238,259,000 as of October 2026, filing dated September 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Goldenstone Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (2 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $238,259,000 | 2 | September 18, 2026 |
| October 2025 | $188,246,000 | 2 | June 26, 2025 |
| October 2024 | $136,760,000 | 2 | March 27, 2024 |
Regulatory assets under management: $136,760,000 in the October 2024 data and $238,259,000 in the October 2026 data, up 74%.
Total employees: 2 in October 2024 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $188,246,000 to $238,259,000 (+27%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Goldenstone Wealth Management (CRD 310041): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/goldenstone-wealth-management-el-dorado-hills-ca-310041