Golden Spread Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,632,988
Clients
38
Advisors
1
of 1 employees
About
The firm provides discretionary portfolio management and individualized financial planning for individuals (including high-net-worth clients), corporations, and charitable organizations, and also accepts some institutional accounts. Services are tailored through an initial discovery of a client’s assets, liabilities, income, expenses and goals, with long‑term plans established and reconfirmed or adjusted at least annually.
Investment decisions are made on a discretionary basis and the firm uses a mix of fundamental, technical and cyclical analysis and may include alternative investments and private placements as part of client strategies; the brochure notes the firm does not offer advice on digital assets. Clients may impose investment restrictions in writing, and the adviser acts as a fiduciary for retirement accounts while documenting conflicts and adhering to annual reviews and reporting.
What is less common for a firm of this size is its explicit work with charitable organizations and institutional clients and its stated use of private placements and alternative investments, all of which the brochure highlights as part of its services. The firm also discloses an ownership and administrative arrangement with a separate management company and that a principal serves as trustee of a family trust receiving mineral royalties, circumstances that the firm identifies as potential conflicts and addresses through its code of ethics and supervisory procedures.
Client services
Expertise
Fee options
$1,000 to $1,500 for financial planning, depending on complexity
$0 - $1,000,000: 1.00% $1,000,001+: 0.65%
$150.00 per hour for additional consulting or services after financial plan delivery
Main office
124 Main Street, Suite 102
Canadian TX 79014
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)