Goldenstone Wealth Management provides portfolio management for individuals and small businesses.
Goldenstone Wealth Management reports 77 clients. They include 55 high-net-worth individuals, 16 individual clients, and 6 pension and profit-sharing plans. Of its assets, 74.4% ($177M across 230 accounts) are managed with discretion; $60.9M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | 4% |
| High-net-worth individuals | 71% | 70% |
| Pension and profit-sharing plans | 8% | 26% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 16 | $10.3M | 4.3% | $641K |
| High-net-worth individuals | 55 | $167M | 70.1% | $3.04M |
| Pension and profit-sharing plans | 6 | $60.9M | 25.6% | $10.2M |
| Total | 77 | $238M | 100% | $3.09M |
- Clients
- 16
- Regulatory AUM
- $10.3M
- AUM share
- 4.3%
- Avg. per client
- $641K
- Clients
- 55
- Regulatory AUM
- $167M
- AUM share
- 70.1%
- Avg. per client
- $3.04M
- Clients
- 6
- Regulatory AUM
- $60.9M
- AUM share
- 25.6%
- Avg. per client
- $10.2M
Total
- Clients
- 77
- Regulatory AUM
- $238M
- AUM share
- 100%
- Avg. per client
- $3.09M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Goldenstone Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- 401(k) Corporate Retirement Assets
- Business corporate 401(k) plan assets are charged 0.5% of plan assets under management annually.
Sanjay Varshney owns 50% to 75% of Goldenstone Wealth Management. The leadership team of Goldenstone Wealth Management includes Chief Compliance Officer Sanjay Varshney. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Goldenstone Wealth Management, LLC
Sanjay Varshney
Control person · since July 2020
- Owns 50% to 75% of Goldenstone Wealth Management, LLC
Andres Villegas
Control person · since July 2020
Goldenstone Wealth Management’s regulatory assets grew 1.7× from $137M (March 2024) to $238M (September 2026); clients rose from 60 to 77 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $238M | 77 | 2 | 1 |
| Jun 2025June 2025 | $188M | 67 | 2 | 1 |
| Mar 2024March 2024 | $137M | 60 | 2 | 1 |
Besides its headquarters, Goldenstone Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 5170 Golden Foothill Parkway, El Dorado HillsHQ
Contact and registration details
- Legal name
- Goldenstone Wealth Management, LLC
- Headquarters
- 5170 Golden Foothill Parkway, El Dorado Hills, CA 95762
- Website
- goldenstonewealth.com
- Phone
- 916-799-6527
- @goldenstone
- SEC file
- 801-129031
- Structure
- California LLC
- Fiscal year end
- December
Goldenstone Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($137M). Goldenstone Wealth Management has custody of $69.6M for 45 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $137M100%
At year end, Goldenstone Wealth Management’s separately managed accounts were mostly in funds (58%) and stocks (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $153M across 76 positions; the largest are First TR Exchng Traded FD VI (11.1%), Innovator ETFS Trust (9.8%) and Apple Inc. (5.1%).
What the accounts hold
- Stocks41%
- Funds58%
- Registered funds51%
- Pooled vehicles7%
- Cash1%
How many clients does Goldenstone Wealth Management have?
Goldenstone Wealth Management has 77 clients and manages $238 million for them, as of September 2026. They include 55 high-net-worth individuals, 16 individual clients, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Goldenstone Wealth Management offer?
Goldenstone Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Goldenstone Wealth Management use?
Goldenstone Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $137M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does Goldenstone Wealth Management have?
Goldenstone Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 Goldenstone Wealth Management invest in?
At the end of its last fiscal year, Goldenstone Wealth Management’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 7% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Goldenstone Wealth Management?
Goldenstone Wealth Management’s direct owners are Sanjay Varshney (50% to 75%) and Andres Villegas (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Goldenstone Wealth Management get paid?
Goldenstone 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 Goldenstone Wealth Management?
Goldenstone Wealth Management’s main office is at 5170 Golden Foothill Parkway, El Dorado Hills, CA 95762. Its phone number is 916-799-6527. Its website is goldenstonewealth.com.
