Douglas Michael Wood

Golden State Asset Management

1 Year of Experience

View SEC Summary

Areas of Practice

Investment Management

Golden State Asset Management

Compensation

Fee-Only (AUM)

Firm Size

11 advisors

Number of Clients

1,883 clients

Average Client Portfolio

$297K average

Assets Under Management

$559.3M

Fee Structure

Financial Planning:Investment management only

Location

5001 Spring Valley Rd, Ste 810W, Dallas, TX, 75244

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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.

Employment History

Current Registrations

Ascentis Asset Management, LLC

November 2025 - Present · 3 mos

Ascentis Wealth Management, LLC

July 2024 - Present · 1 yr 7 mos

Org Partners

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Org Partners Asset Management

December 2024 - August 2025 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.