Insights

Top RIA Recognition Golden State has earned Forbes SHOOK America's Top RIA Firms for multiple years, highlighting credibility and a strong reputation that can accelerate outreach to consultants seeking reputable custodians and scalable platforms.

Multi Affiliate Platform With affiliated entities Golden State Wealth Management, Golden State Equity Partners, and Golden State Asset Management, there is potential for cross-sell of services to advisors in need of integrated technology, custodial support, and practice management resources.

Growth Capabilities A mid-size firm with 11-50 employees and revenue in the 10-25 million range signals readiness for scalable tech solutions, capital planning tools, and client experience enhancements to support expanding advisor networks.

Active Asset Allocation Recent investment activity across diverse assets including equities, ETFs, and specialty holdings suggests opportunities for advanced portfolio analytics, risk management tools, and third-party research integrations to optimize allocations.

Tech Stack & Compliance Existing tech stack includes cloud and web technologies; combined with registered investment advisor status, this opens avenues for compliant digital marketing platforms, CRM integrations, and secure data solutions tailored to regulated firms.

Golden State Tech Stack

Golden State uses 8 technology products and services including html5media, Cloudflare CDN, Cloudflare, and more. Explore Golden State's tech stack below.

  • html5media
    Audio, Video, Graphics
  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • RSS
    Content Management System
  • MySQL
    Database
  • Shopify
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries

Media & News

Golden State's Email Address Formats

Golden State uses at least 2 format(s):
Golden State Email FormatsExamplePercentage
First.Last@teamgoldenstate.comJohn.Doe@teamgoldenstate.com
100%
First@goldenstatewm.comJohn@goldenstatewm.com
75%
First.Last@goldenstatewm.comJohn.Doe@goldenstatewm.com
25%

Frequently Asked Questions

Where is Golden State's headquarters located?

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Golden State's main headquarters is located at 254 East 2nd Street Powell, Wyoming 82435 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Golden State's phone number?

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You can contact Golden State's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Golden State's official website and social media links?

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Golden State's official website is teamgoldenstate.com and has social profiles on LinkedIn.

What is Golden State's NAICS code?

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Golden State's NAICS code is 52 - Finance and Insurance.

How many employees does Golden State have currently?

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As of June 2026, Golden State has approximately 40 employees across 2 continents, including North AmericaAsia. Key team members include Executive Vice President, Operations And Finance: C. N.Executive Vice President, Business Strategy: M. C.Relationship Manager: K. K.. Explore Golden State's employee directory with LeadIQ.

What industry does Golden State belong to?

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Golden State operates in the Financial Services industry.

What technology does Golden State use?

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Golden State's tech stack includes html5mediaCloudflare CDNCloudflareRSSMySQLShopifyJSON-LDjQuery.

What is Golden State's email format?

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Golden State's email format typically follows the pattern of First.Last@teamgoldenstate.com. Find more Golden State email formats with LeadIQ.

When was Golden State founded?

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Golden State was founded in 2013.
Golden State logo

Golden State

Financial ServicesWyoming, United States11-50 Employees

Golden State operates as a multi-custodial registered investment adviser regulated by the U.S. Securities and Exchange Commission, serving independent financial professionals by providing the tools, technology, and support they need to build and manage advisory practices. Through its affiliated entities—Golden State Wealth Management, Golden State Equity Partners, and Golden State Asset Management—the firm supports practitioners seeking scalable platforms and comprehensive client service. The organization emphasizes an environment intended to benefit both advisors and their investors.

Based in South Coast Metro, California, Golden State positions itself within the financial services industry as a nationwide platform for wealth management and investment advisory services, with offices across the United States. The listed address places the company in Powell, Wyoming. In 2025, it was recognized on Forbes SHOOK's America's Top RIA Firms list for the fourth consecutive year, reflecting continued peer acknowledgment in its sector.

Section iconCompany Overview

Headquarters
254 East 2nd Street Powell, Wyoming 82435 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Golden State's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Golden State's revenue is estimated to be in the range of $10M$25M

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