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GOLDMAN SACHS WEALTH SERVICES, L.P.
CRD 106693 · SEC 801-48238
100 COLISEUM DRIVE, COHOES, NY, 12047, United States
Phone
518-886-4000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$31.69B
Discretionary AUM
$31.69B
Team
1923 total employees; 1134 advisory reps; 89850 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Partnership
Filing date
2026-06-15
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76550 | $0 |
| High net worth individuals | 38800 | $24.82B |
| Pension/profit sharing plans | 9 | $6.9M |
| Charitable organizations | 75 | $902.0M |
| Corporations/business entities | 30 | $107.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD