Gloria Rodriguez
Golden Wealth Capital · Sacramento, California
Gloria Rodriguez is a fee-only financial advisor at Golden Wealth Capital in Sacramento, California, who holds the CFP credential. Golden Wealth Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Golden Wealth Capital |
|---|---|
| Based in | Sacramento, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $21.0M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6224051 |
| Exams passed | Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.threads.com/pamrodriguez__ |
| Profile |
How Gloria's firm compares
- Golden Wealth Capital's average account is about $214,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Gloria
Is Gloria Rodriguez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gloria holds no broker registration, and Golden Wealth Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gloria charge for financial advice?
Gloria's firm, Golden Wealth Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gloria Rodriguez based?
Gloria Rodriguez is based in Sacramento, California.
What credentials does Gloria Rodriguez hold?
Gloria Rodriguez holds the CFP credential.
Is Gloria Rodriguez registered with the SEC?
Yes. Gloria Rodriguez is registered as an investment adviser representative in CA (CRD 6224051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Golden Wealth Capital manage?
Golden Wealth Capital reports $21.0M across 98 accounts in assets under management.
How do I contact Gloria Rodriguez?
Through Gloria's website, www.threads.com/pamrodriguez__.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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