Andres Villegas has been Partner and Principal of Goldenstone Wealth Management since July 2020, is a control person of the firm and directly owns between 50% and 75% of it. Andres Villegas holds a Bachelor of Business Administration in Finance from McCombs School of Business, The University of Texas at Austin. Andres Villegas studied at the University of Chicago Booth School of Business.
Goldenstone Wealth Management, LLC is an El Dorado Hills, CA firm with $238M under management, 77 clients and 2 advisers in one office, as of its September 2026 filing.
Andres Villegas is Principal and Founder of Goldenstone Wealth Management. He has experience in the investments industry for over 15 years. Before co-founding Goldenstone he was Vice President and Investment Strategist at The Private Bank of Wells Fargo, where he managed a portfolio for high-net-worth clients across California, Texas, New Mexico, and beyond.
- – present · 6 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 310041
Professional designations
Listed by Goldenstone Wealth Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Andres Villegas is registered as an investment adviser representative in 2 states. Each was approved in August 2020.
- CaliforniaSince 4 August 2020
- TexasSince 10 August 2020
Examinations
No examinations are on Andres Villegas’s record.
- Full name
- Andres Rene Villegas
- CRD
- 7274223
- Firm
- Goldenstone Wealth Management · CRD 310041
- Role
- Partner and Principal
- Office
- 5170 GOLDEN FOOTHILL PARKWAY, El Dorado Hills, CA 95762
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goldenstonewealth.com
Where does Andres Villegas work?
Andres Villegas has been Partner and Principal of Goldenstone Wealth Management, LLC since July 2020, and is a control person of the firm.
Is Andres Villegas a financial advisor?
Yes. Andres Villegas has a current investment-adviser registration in California and Texas, through Goldenstone Wealth Management since August 2020.
How many years of experience does Andres Villegas have?
Andres Villegas has 6 years in the financial industry, since August 2020, across 1 adviser firm.
Where is Andres Villegas based?
Andres Villegas’ registered office is in El Dorado Hills, CA.
Is Andres Villegas registered with FINRA?
No. Andres Villegas has no current broker registration.
Is Andres Villegas a CFA charterholder?
Goldenstone Wealth Management lists Andres Villegas with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Andres Villegas, CFA® biography, goldenstonewealth.com
How can I verify Andres Villegas’ record?
Search CRD 7274223 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andres Villegas’ full registration record.
