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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG

GOLDEN K WEALTH MANAGEMENT, LLC, CRD 156588

WOODLAND HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f1059da4-7627-a2fa-0144-a16dcab4858c

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 2
Observed: Jun 11, 2020 to Sep 9, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Golden K Plans and Wealth Management a DBA of Golden K Wealth Mg

Investment consultant · shared crd

Real Estate Fundsidentity

Golden K Plans and Wealth Management a DBA of Golden K Wealth Mg

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.35 fund_share=0.01 institutional_share=0.65 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $179MItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $111M
Private client RAUM: $62.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 35%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $179Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 202
Individual clients: 45
High net worth clients: 10
SEC number: 801-119036
CRD: 156588
Filings on the tape: 11
First filed: Jun 11, 2020
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, DE
Website: goldenkplans.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SAL T. KARGODORIAN	n/a	WOODLAND HILLS, CA	0	30	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
GOLDEN K REAL ESTATE PARTNERS II, LLC	Real Estate Fund	$3.8M	Jun 12, 2024	7	Mar 26, 2024	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KARGODORIAN, SAL, T.	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	03/2011	Jun 11, 2020	Jun 12, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEWPORT BEACH	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$179M	$111M	6	1	1	1	n/a
2024	Mar 24, 2025	$159M	$94.7M	6	1	1	1	n/a
2023	Mar 26, 2024	$133M	$77.6M	5	1	0	1	$3.8M
2022	Apr 3, 2023	$108M	$62.7M	5	1	0	n/a	n/a
2021	Mar 31, 2022	$156M	$100M	5	1	0	n/a	n/a
2020	Mar 31, 2021	$156M	$101M	1	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$179M	$159M	12.5%	$108M	18.6%	6	6	1	1

Relationships

Registered with (1)

← SAL T. KARGODORIANAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV

Advises (1)

→ GOLDEN K REAL ESTATE PARTNERS II, LLCPrivate fundReal Estate Fund, IA
Mar 26, 2024 to presentfactForm ADV

Controls (1)

← KARGODORIAN, SAL, T.OwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 11, 2020 to Jun 12, 2024factForm ADV

Dated events

Occurred
Jun 11, 2020
First Form ADV filing
Golden K Plans And Wealth Management A Dba Of Golden K Wealth Mg filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f1059da4-7627-a2fa-0144-a16dcab4858c
First observed: Jun 11, 2020
Last observed: Sep 9, 2026 10 days 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.

GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG

GOLDEN K WEALTH MANAGEMENT, LLC, CRD 156588

WOODLAND HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f1059da4-7627-a2fa-0144-a16dcab4858c

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SAL T. KARGODORIAN

n/a

WOODLAND HILLS, CA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GOLDEN K REAL ESTATE PARTNERS II, LLC

Real Estate Fund

$3.8M

Jun 12, 2024

Mar 26, 2024

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KARGODORIAN, SAL, T.

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

03/2011

Jun 11, 2020

Jun 12, 2024

City

State

Country

Employees

Also broker-dealer

NEWPORT BEACH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$179M

$111M

n/a

2024

Mar 24, 2025

$159M

$94.7M

n/a

2023

Mar 26, 2024

$133M

$77.6M

$3.8M

2022

Apr 3, 2023

$108M

$62.7M

n/a

2021

Mar 31, 2022

$156M

$100M

n/a

2020

Mar 31, 2021

$156M

$101M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$179M

$159M

12.5%

$108M

18.6%