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GOLDMAN WEALTH MANAGEMENT
GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLC
CRD 290153 · SEC 801-136236
12544 HIGH BLUFF DRIVE, SUITE 200, SAN DIEGO, CA, 92130, United States
Phone
858-361-3698
Fax
858-221-9750
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.0M
Discretionary AUM
$120.0M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $22.4M |
| High net worth individuals | 37 | $92.7M |
| Pension/profit sharing plans | 6 | $4.9M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD