GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLC
Doing business as GOLDMAN WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$119,967,372
Discretionary
$119,967,372
Non-discretionary
$0
Firm details
- CRD number
- 290153
- SEC file number
- 801-136236
- Main office
- SAN DIEGO, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.