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MA

Michael R. Araluce

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CRD#: 1790217
MA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Raul Araluce, who also goes by Mike Raul Araluce, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1988. Michael had worked at 16 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Raul Araluce

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 10, 2015 - January 29, 2016

GOLDEN STATE WEALTH MANAGEMENT, LLC

RIA
CRD#: 167995
IRVINE, CA
Past

March 19, 2015 - March 3, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
IRVINE, CA
Past

December 13, 2012 - April 9, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
NEWPORT BEACH, CA
Past

December 13, 2012 - April 9, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
NEWPORT BEACH, CA
Past

April 11, 2012 - November 5, 2012

FIRST BROKERAGE AMERICA, L.L.C.

RIA
CRD#: 43431
COSTA MESA, CA
Past

April 11, 2012 - November 5, 2012

FIRST BROKERAGE AMERICA, L.L.C.

BD
CRD#: 43431
COSTA MESA, CA
Past

November 1, 2011 - March 20, 2012

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
LONG BEACH, CA
Past

November 1, 2011 - March 20, 2012

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LONG BEACH, CA
Past

January 27, 2011 - October 24, 2011

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BREA, CA
Past

January 24, 2011 - October 21, 2011

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BREA, CA
Past

April 22, 2009 - May 10, 2010

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
TUSTIN, CA
Past

April 22, 2009 - May 10, 2010

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
TUSTIN, CA
Past

July 21, 2006 - April 22, 2009

ESSEX NATIONAL SECURITIES, LLC

RIA
CRD#: 25454
NEWPORT BEACH, CA
Past

July 21, 2006 - April 22, 2009

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NEWPORT BEACH, CA
Past

November 1, 2000 - June 2, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
LONG BEACH, CA
Past

September 11, 2000 - June 2, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
LONG BEACH, CA
Past

December 16, 1999 - September 1, 2000

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

March 30, 1998 - July 16, 1999

CAL FED INVESTMENTS

BD
CRD#: 19631
SACRAMENTO, CA
Past

December 19, 1996 - April 9, 1998

ATLAS SECURITIES, LLC

BD
CRD#: 20991
SAN LEANDRO, CA
Past

January 13, 1995 - December 12, 1996

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

June 3, 1994 - July 8, 1994

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 3, 1994 - July 8, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

July 20, 1988 - December 15, 1992

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GOLDEN STATE WEALTH MANAGEMENT, LLC
ARIMATHEA | WESTLAKE INVESTMENT ADVISORS | SWITCHBACKS CAPITAL | STELLAR WEALTH ADVISORS | SOLARIS WEALTH MANGEMENT | ROHLING WEALTH MANAGEMENT | RENAISSANCE WEALTH MANAGEMENT | RASMUSSEN ADVISORS | PREMIER CAPITAL WEALTH MANAGEMENT | PRECISION CAPITAL MANAGEMENT | POINTWEALTH CAPITAL MANAGEMENT | PERCISION CAPITAL MANAGEMENT | PEEK WEALTH | OMEGA WEALTH MANAGEMENT | OGDEN WEALTH MANAGEMENT & PLANNING SERVICES | OGDEN WEALTH MANAGEMENT | OAKMONT FINANCIAL GROUP, LLC | MILLER WEALTH MANAGEMENT | MATZ WEALTH MANAGEMENT | LUNDQVIST WEALTH STRATEGIES | LAGUNA POINT WEALTH ADVISORS | ISAAC KIM WEALTH MANAGEMENT | IDEAL LIFE WEALTH MANAGEMENT, LLC | IDEAL LIFE WEALTH MANAGEMENT | HENARES, PREISLER & ASSOCIATES, INC. | GSWM | GSAM | GRANITE BAY WEALTH MANAGEMENT | GOLDEN STATE WEALTH MANAGEMENT, LLC | GOLDEN STATE EQUITY PARTNERS | GOLDEN STATE ASSET MANAGEMENT | GOLDEN STATE | FAGO WEALTH MANAGEMENT | ENVISION WEALTH STRATEGIES | CURT HOWARD WEALTH MANAGEMENT AND INSURANCE SOLUTIONS | CROSSROADS WEALTH ADVISORS | CORNERSTONE FINANCIAL | CONSOLIDATED FINANCIAL MANAGEMENT | COMPANION WEALTH MANAGEMENT | CHAMPLAIN WEALTH ADVISORS | BY THE SEA WEALTH MANAGEMENT | BUR OAK WEALTH MANAGEMENT | AURUM INVESTMENT MANAGEMENT

CRD#: 167995 / SEC#: 801-107445

RIA
Registered Investment Advisory firm - (3/21/2016 Approved)
California
Registered Investment Advisory firm - (4/28/2016 Terminated)
Washington
Registered Investment Advisory firm - (4/29/2016 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/24/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GS
GOLDEN STATE WEALTH MANAGEMENT, LLC
ARIMATHEA | WESTLAKE INVESTMENT ADVISORS | SWITCHBACKS CAPITAL | STELLAR WEALTH ADVISORS | SOLARIS WEALTH MANGEMENT | ROHLING WEALTH MANAGEMENT | RENAISSANCE WEALTH MANAGEMENT | RASMUSSEN ADVISORS | PREMIER CAPITAL WEALTH MANAGEMENT | PRECISION CAPITAL MANAGEMENT | POINTWEALTH CAPITAL MANAGEMENT | PERCISION CAPITAL MANAGEMENT | PEEK WEALTH | OMEGA WEALTH MANAGEMENT | OGDEN WEALTH MANAGEMENT & PLANNING SERVICES | OGDEN WEALTH MANAGEMENT | OAKMONT FINANCIAL GROUP, LLC | MILLER WEALTH MANAGEMENT | MATZ WEALTH MANAGEMENT | LUNDQVIST WEALTH STRATEGIES | LAGUNA POINT WEALTH ADVISORS | ISAAC KIM WEALTH MANAGEMENT | IDEAL LIFE WEALTH MANAGEMENT, LLC | IDEAL LIFE WEALTH MANAGEMENT | HENARES, PREISLER & ASSOCIATES, INC. | GSWM | GSAM | GRANITE BAY WEALTH MANAGEMENT | GOLDEN STATE WEALTH MANAGEMENT, LLC | GOLDEN STATE EQUITY PARTNERS | GOLDEN STATE ASSET MANAGEMENT | GOLDEN STATE | FAGO WEALTH MANAGEMENT | ENVISION WEALTH STRATEGIES | CURT HOWARD WEALTH MANAGEMENT AND INSURANCE SOLUTIONS | CROSSROADS WEALTH ADVISORS | CORNERSTONE FINANCIAL | CONSOLIDATED FINANCIAL MANAGEMENT | COMPANION WEALTH MANAGEMENT | CHAMPLAIN WEALTH ADVISORS | BY THE SEA WEALTH MANAGEMENT | BUR OAK WEALTH MANAGEMENT | AURUM INVESTMENT MANAGEMENT

CRD#: 167995 / SEC#: 801-107445

RIA
Registered Investment Advisory firm - (3/21/2016 Approved)
California
Registered Investment Advisory firm - (4/28/2016 Terminated)
Washington
Registered Investment Advisory firm - (4/29/2016 Terminated)
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Contact information


Main Address
201 E. Sandpointe Avenue #460, South Coast Metro, CA 92707
Mailing Address
Phone number
(866) 273-1563
Established
Firm type
Fiscal year end
# of Employees
47

SEC notice filing (36 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GSWM 2A FIRM BROCHURE (5/12/2025)

Regulatory assets under management


Total Number of Accounts6,434
AUM (Assets Under Management)$ 1,835,285,996

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GOLDEN STATE WEALTH MANAGEMENT, LLC

CRD#: 167995

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