This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$238MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$225M

Private client RAUM

$233MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$59.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

459

Individual clients

171

High net worth clients

77

Custody, client assets

$4.1M

SEC number

801-121158

CIK

2014454

CRD

314077

Filings on the tape

15

First filed

Apr 7, 2021

Latest filed

Mar 6, 2026

Organised

Limited Liability Company, FL

Website

goldenroadadvisors.com

• Occurred

  Apr 7, 2021
  First Form ADV filing

  Golden Road Advisors Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ead376f3-7310-800d-6ad8-d617767fbc5e

First observed

Apr 7, 2021

Last observed

Mar 6, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.