KG
Karolina Golabek
WEALTH INNOVATION
Austin, TX
CRD#: 8151468
Some features on this profile are disabled
KG
Karolina GolabekWEALTH INNOVATION
Professional summary
Karolina Golabek is a registered financial advisor currently at WEALTH INNOVATION located in Austin, Texas.
Karolina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Karolina has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Karolina Golabek's 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®
NoneExperience
Current
September 17, 2025 - Present
WEALTH INNOVATION
RIA
CRD#: 321716
Austin, TX
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(9/17/2025)
Current Firm
WI
WEALTH INNOVATION
SELECT INVESTMENT SERVICES | WEALTH INNOVATION LLC | WEALTH INNOVATION | SHELTER ISLAND ASSET MANAGEMENT
CRD#: 321716 / SEC#:
California
Registered Investment Advisory firm - (6/7/2022 Approved)Louisiana
Registered Investment Advisory firm - (1/10/2023 Approved)Loading...
Contact information
Main Address
San Luis Obispo, CA
Mailing Address
Righetti Ranch Road, San Luis Obispo, CA 93401
Phone number
(805) 886-6126
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 13,267,448 |
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.
