Andres R. Villegas

GOLDENSTONE WEALTH MANAGEMENT

El Dorado Hills, CA 95762

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CRD#: 7274223

Professional summary

Andres Rene Villegas, CFA, who also goes by Andres VIllegas, is a registered financial advisor currently at GOLDENSTONE WEALTH MANAGEMENT located in El Dorado Hills, California.

Andres is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Andres has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andres Villegas

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) - RIA

Click below to view Andres Rene Villegas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

August 4, 2020 - Present

GOLDENSTONE WEALTH MANAGEMENT

Office #1: 5170 Golden Foothill Parkway, El Dorado Hills, CA 95762

RIA

CRD#: 310041

El Dorado Hills, 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".

GOLDENSTONE WEALTH MANAGEMENT

GOLDENSTONE WEALTH MANAGEMENT | GOLDENSTONE WEALTH MANAGEMENT, LLC

CRD#: 310041 / SEC#: 801-129031

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

California

Registered Investment Advisory firm - (1/2/2024 Terminated)

Texas

Registered Investment Advisory firm - (12/3/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/4/2020)

IAR

Texas
(8/10/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

GOLDENSTONE WEALTH MANAGEMENT

GOLDENSTONE WEALTH MANAGEMENT | GOLDENSTONE WEALTH MANAGEMENT, LLC

CRD#: 310041 / SEC#: 801-129031

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

California

Registered Investment Advisory firm - (1/2/2024 Terminated)

Texas

Registered Investment Advisory firm - (12/3/2023 Terminated)

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Contact information

Main Address

5170 Golden Foothill Parkway, El Dorado Hills, CA 95762

Mailing Address

Phone number

(916) 799-6527

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GOLDENSTONE WEALTH MANAGEMENT FIRM BROCHURE (6/26/2025)

Regulatory assets under management

Total Number of Accounts	223
AUM (Assets Under Management)	$ 188,246,000

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.

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Andres R. Villegas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andres Rene Villegas's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDENSTONE WEALTH MANAGEMENT

Primary Firm SEC Registration

GOLDENSTONE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

GOLDENSTONE WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOLDENSTONE WEALTH MANAGEMENT

TRUST BUT VERIFY

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