Andres
Villegas
Goldenstone Wealth Management
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About this Advisor
Andres Villegas is a financial advisor based in El Dorado Hills, California, working with Goldenstone Wealth Management. Andres has previously held a position at Wells Fargo Private Bank and is registered to provide services in California and Texas. Currently, Andres is part of Goldenstone Wealth Management, which operates out of El Dorado Hills, California. The firm has 2 employees and manages assets totaling $136.8 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Goldenstone Wealth Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Goldenstone Wealth Management Brokerage Details
$136,760,000
2
168
$814,048
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Andres Villegas Work History
Wells Fargo Private Bank
Disclosures
Please visit the SEC profile of Andres Villegas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Goldenstone Wealth Management
El Dorado Hills, CA
El Dorado Hills, CA
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