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Gabriella Lundqvist

Golden State Wealth Management, LLC
19 Years of Experience
El Dorado Hills, CA
Broker
View SEC Summary
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Gabriella Lundqvist is a registered investment advisor at Golden State Wealth Management, LLC, based in El Dorado Hills, CA, with 19 years of industry experience. Gabriella is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 4,192 clients with $2.2B in assets under management.

Golden State Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
48 advisors
Number of Clients
4,192 clients
Average Client Portfolio
$529K average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee for asset management and comprehensive portfolio management will not exceed 2.00%. Fees are negotiable and billed quarterly in advance. Different programs custodied with LPL Financial have separate maximum fee caps ranging up to 2.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4944 Windplay Dr #115, El Dorado Hills, CA, 95762

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gabriella is involved with multiple entities related to her investment advisory services through Golden State Wealth Management, LLC, including Lundqvist Wealth Strategies, Golden State Asset Management, LLC, and Envision Wealth Strategies. These activities take up a significant portion of Gabriella's time, ranging from minimal to nearly full-time.

Employment History
Current Registrations
Golden State Wealth Management, LLC
August 2017 - Present · 9 yrs 2 mos
LPL Financial LLCBroker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Edward Jones
October 2007 - August 2017 · 9 yrs 10 mos
Edward JonesBroker
September 2007 - August 2017 · 9 yrs 11 mos
State Registrations16 states
AZCACOCTIDMIMNMTNENVNYORTXVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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