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Partner and Principal · Goldenstone Wealth Management

Andres R. Villegas

CRD 7274223 · Named on Form ADV at one SEC-registered adviser

At a glance

Goldenstone Wealth Management, an SEC-registered wealth manager based in EL Dorado Hills, CA with $238 million in regulatory assets, lists Andres R. Villegas on its Form ADV as Partner and Principal, a control person.

Firms and roles

AtlasMembers

Andres’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Sanjay B. VarshneyPartner, Principal, and Chief Compliance Officer, Goldenstone Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andres’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.