Golden Wealth Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Golden Wealth Capital offers ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, and also provides periodic educational seminars and workshops to organizations and the public. Services include development of Investment Policy Statements, discretionary portfolio management, retirement‑account fiduciary advice, and the ability to refer clients to third‑party advisers.
The firm’s investment process emphasizes written investment policies and combines fundamental analysis, modern portfolio theory, and technical analysis to guide long‑term trading and model‑driven portfolio construction. It advises across a broad set of vehicle types—including mutual funds, ETFs (including precious‑metal ETFs), fixed income, real estate funds, private placements, venture capital and commodities—tailoring allocations to client risk profiles.
Notable distinctions include a formal program of public and organizational educational presentations and an integrated custodial relationship with a digital platform and model marketplace, through which the firm uses model portfolios and tax tools and that involves platform and revenue‑sharing arrangements. The firm also documents referral and fee‑sharing relationships with outside professionals and may direct clients to third‑party managers, which the brochure discloses as potential conflicts the firm manages.
Client services
Expertise
Fee options
Financial planning fixed fee between $3,500 and $10,000
$1 - $3,000,000: 0.75% $3,000,001+: 0.70%
Monthly ongoing financial planning fees: Light $180/mo, Standard $260/mo, Premium $350/mo
Main office
5523 F Street, Suite A
Sacramento CA 95819
Advisors at this office
1
Most active in
California
Also doing business as
Golden Wealth Capital, LLC · Splitwell Inc.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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