GOLDMAN WEALTH MANAGEMENT

RIASEC RegisteredEst. 2026

Total AUM

$120M

Discretionary

$120M

100% of AUM

Avg account

$714K

Accounts

168

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 290153
Registered since: May 8, 2026
Custodians: INSPIRA FINANCIAL COMPANY, CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC, OSAIC FA, INC., LINCOLN FINANCIAL DISTRIBUTORS, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.26%
Individuals18.65%
Pension & Profit Sharing Plans4.09%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Goldman Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for both individual/family and institutional clients, offering a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Its fee arrangements combine a percentage of assets under management with fixed fees. The firm does not identify as an active ESG investor and operates under a single-state registration profile in the dataset provided.