GOLDSTEIN ADVISORS, LLC

Overview

Goldstein Advisors, LLC is an independent registered investment adviser that began SEC registration in 2022 and operates as a limited liability company. The firm serves both individual/family and institutional clients and functions as a capital allocator—sourcing and allocating to third‑party managers in addition to running discretionary portfolios. Its client-facing services include financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. Fees are charged on a mix of percentage of assets under management, hourly rates and fixed fees. Goldstein does not identify as an active ESG investor and currently reports its business as a single‑state advisory operation. Goldstein maintains industry relationships across several financial services channels: it has affiliations or activities linked to broker‑dealers, other investment advisers, trust companies and insurance companies. Custody for managed assets is centralized with Charles Schwab & Co., Inc.

Assets & Accounts

Public Holdings

Investments & Alternatives