Fee-only adviser · Woodland Hills, CA
Golden K Plans and Wealth Management a Dba of Golden K Wealth MG
Golden K Plans and Wealth Management a Dba of Golden K Wealth MG is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Woodland Hills, California. On its latest Form ADV, filed September 9, 2026, it reports $179M in regulatory assets under management, 55 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 156588 · SEC file 801-119036 |
| Office | 5950 Canoga Avenue Suite 540 Woodland Hills, CA 91367 |
| Phone | (818) 587-4455 |
| Website | www.goldenkplans.com |
| Regulatory assets under management | $179M ($111M discretionary) |
| Individual clients | 45 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Woodland Hills
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- Accumulation Strategies $30M
- Mullaney Financial & Tax, Inc. Not reported
See all 11 fee-only advisers in Woodland Hills →
Nearby
- Canoga Park 1 firm
- West Hills 1 firm
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- Northridge 1 firm
- Van Nuys 1 firm
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- Sherman Oaks 7 firms
- Agoura Hills 2 firms
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