MC
MC

Matthew Thomas Catone

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$2.7M

Fee Structure

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Location

201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707

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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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Employment History
Current Registrations
Arimathea
October 2025 - Present · 4 mos
Ascentis Asset Management, LLC
September 2025 - Present · 5 mos
Golden State Equity Partners, LLC
September 2022 - Present · 3 yrs 5 mos
Golden State Wealth Management, LLC
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Golden State Equity Advisors, LLC
February 2022 - September 2022 · 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.