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GOODSTEIN WEALTH MANAGEMENT LLC
CRD 282910 · SEC 801-127449
15760 VENTURA BLVD., SUITE 1520, ENCINO, CA, 91436, United States
Phone
818-995-3500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$114.2M
Discretionary AUM
$114.2M
Team
2 total employees; 2 advisory reps; 8 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $20.0M |
| High net worth individuals | 46 | $93.7M |
| Pension/profit sharing plans | 1 | $518K |
States served
CA, TN, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD