Travis Fago
Investment adviser representative at Golden State Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$2.2BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Golden State Wealth Management, LLCSep 2018 to now
- Golden State Wealth Management d/b/a Fago Wealth ManagementSep 2018 to now
- LPL Financial, LLCApr 2012 to now
- Independent Financial PartnersApr 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Golden State Wealth Management, LLC
$2.2BAssets managed
4,192Clients
40Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4404582
- Firm CRD
- 167995