J.M. Goldberg Wealth Management LLC
RIAState Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$560K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 307782
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
J.M. Goldberg Wealth Management LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is classified as a qualified custodian and does not act as a capital allocator. J.M. Goldberg Wealth Management does not engage in ESG investing and is not a multi-state adviser. The firm operates under a fee structure that includes a percentage of assets under management (AUM) and hourly charges, reflecting a flexible approach to client billing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents15%
- US Government Bonds10%
- State & Local Bonds10%
- Derivatives5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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