Golden K Wealth Management provides portfolio management for individuals and small businesses and pension consulting. The firm advises 1 private fund.
Golden K Wealth Management reports 126 clients. They include 70 pension and profit-sharing plans, 45 individual clients, and 10 high-net-worth individuals. Of its assets, 62.0% ($111M across 182 accounts) are managed with discretion; $68.2M across 20 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 36% | 7% |
| High-net-worth individuals | 8% | 27% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | 56% | 65% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 45 | $13M | 7.3% | $290K |
| High-net-worth individuals | 10 | $49.1M | 27.3% | $4.91M |
| Pooled investment vehicles | 1 | $1.27M | 0.7% | $1.27M |
| Pension and profit-sharing plans | 70 | $116M | 64.7% | $1.66M |
| Total | 126 | $179M | 100% | $1.42M |
- Clients
- 45
- Regulatory AUM
- $13M
- AUM share
- 7.3%
- Avg. per client
- $290K
- Clients
- 10
- Regulatory AUM
- $49.1M
- AUM share
- 27.3%
- Avg. per client
- $4.91M
- Clients
- 1
- Regulatory AUM
- $1.27M
- AUM share
- 0.7%
- Avg. per client
- $1.27M
- Clients
- 70
- Regulatory AUM
- $116M
- AUM share
- 64.7%
- Avg. per client
- $1.66M
Total
- Clients
- 126
- Regulatory AUM
- $179M
- AUM share
- 100%
- Avg. per client
- $1.42M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Golden K Wealth Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Sal Kargodorian owns 75% or more of Golden K Wealth Management. The leadership team of Golden K Wealth Management includes Chief Compliance Officer Sal Kargodorian. It has 6 employees, 1 of them in advisory roles.
Leadership
- Sal KargodorianManaging Member/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Sal T. Kargodorian
Staff
- 6 employees
- 1 in advisory functions
- Owns 75% or more of Golden K Wealth Management, LLC
Sal Kargodorian
Control person · since March 2011
Golden K Wealth Management’s regulatory assets grew from $156M (March 2021) to $179M (September 2026); clients fell from 227 to 126 and employees rose from 1 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $179M | 126 | 6 | 2 |
| Mar 2025March 2025 | $159M | 194 | 6 | 2 |
| Jun 2024June 2024 | $133M | 191 | 5 | 2 |
| Apr 2023April 2023 | $108M | 204 | 5 | 1 |
| Mar 2022March 2022 | $156M | 205 | 5 | 1 |
| Mar 2021March 2021 | $156M | 227 | 1 | 1 |
Besides its headquarters, Golden K Wealth Management has 1 office, with 2 listed addresses in 1 state.
California · 2 listed addresses
- 5950 Canoga Avenue, Suite 540, Woodland HillsHQ
- 270 Cagney Lane, Newport Beach
Contact and registration details
- Legal name
- Golden K Wealth Management, LLC
- Headquarters
- 5950 Canoga Avenue, Suite 540, Woodland Hills, CA 91367
- Website
- goldenkplans.com
- Phone
- 818-587-4455
- @15516864
- SEC file
- 801-119036
- Structure
- Delaware LLC
- Fiscal year end
- December
Golden K Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($110M, 65%) and Broadridge Financial Solutions ($59.6M, 35%). Golden K Wealth Management has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $110M65%
- Broadridge Financial SolutionsBroadridge Financial Solutions, Inc · Lake Success, NY · $59.6M35%
At year end, Golden K Wealth Management’s separately managed accounts were mostly in funds (65%) and stocks (26%).
What the accounts hold
- Stocks26%
- Funds65%
- Cash9%
How many clients does Golden K Wealth Management have?
Golden K Wealth Management has 126 clients and manages $179 million for them, as of September 2026. They include 70 pension and profit-sharing plans, 45 individual clients, and 10 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does Golden K Wealth Management offer?
Golden K Wealth Management provides portfolio management for individuals and small businesses and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Golden K Wealth Management use?
Golden K Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $110M and Broadridge Financial Solutions, Inc (Lake Success, NY), with $59.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026
How many financial advisors does Golden K Wealth Management have?
Golden K Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Golden K Wealth Management invest in?
At the end of its last fiscal year, Golden K Wealth Management’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities and 9% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Golden K Wealth Management?
Golden K Wealth Management’s direct owner is Sal Kargodorian (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does Golden K Wealth Management get paid?
Golden K Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Golden K Wealth Management?
Golden K Wealth Management’s main office is at 5950 Canoga Avenue, Suite 540, Woodland Hills, CA 91367. Its phone number is 818-587-4455. Its website is goldenkplans.com.