GOLDEN STATE WEALTH MANAGEMENT, LLC
SEC RegisteredStability. Strength. Wisdom.
About the firm
Bur Oak Wealth Management is a Houston, Texas-based financial planning firm dedicated to helping people nourish and grow the confidence needed to make sound, healthy financial decisions. The firm takes a holistic approach to understanding clients' financial pictures, recognizing that investments are an important but not the only part of any financial plan.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment advisory services, including a holistic approach to clients' overall financial picture, delivered in person, over the phone, or via video chat.
Who they serve
People at any stage in life, including those growing a family, buying a home, switching careers, or entering retirement, particularly those local to the Houston, TX area.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,464 | $477M |
| High Net Worth Individuals | 1,655 | $1.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 33 | $26M |
| State/Municipal Entities | 10 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
48 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GOLDEN STATE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.