Golden State Wealth Managment

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,419

Total plan assets

$8.6M

Filings (rows)

Direct comp

$30K

Indirect comp

Showing only "GOLDEN STATE WEALTH MANAGMENT"

View all 4 variants aggregated →

GOLDEN STATE WEALTH MANAGEMENT11 GOLDEN STATE EQUITY PARTNERS L7 GOLDEN STATE WEALTH MANAGMENT4 GOLDEN STATE EQUITY PARTNERS1

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Health Source MSO Inc. Health Source MSO Inc. 401(k) Profit Sharing Plan & Trust · all filings	ALHAMBRA, CA	Advisor / Consultant	175	$2.8M	$9K	$0
Meridian Management Services L Meridian Management Services L 401(k) Profit Sharing Plan & Trust · all filings	BREA, CA	Advisor / Consultant	1,116	$2.2M	$6K	$0
Health Source MSO Inc. Health Source MSO Inc. 401(k) Profit Sharing Plan & Trust · all filings	ALHAMBRA, CA	Advisor / Consultant	128	$2.0M	$8K	$0
Meridian Management Services L Meridian Management Services L 401(k) Profit Sharing Plan & Trust · all filings	BREA, CA	Advisor / Consultant	1,000	$1.6M	$6K	$0