Goldman Wealth Management & Associates, LLC
● SEC registered since 2026CRD 290153SEC# 801-136236San Diego, CA
Reg. AUM
$120M
Employees
2
Accounts
168
Location
San Diego, CA
Goldman Wealth Management & Associates, LLC assets under management
Goldman Wealth Management & Associates, LLC is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2026. It reports $120 million in regulatory assets under management and employs 2 people.
Goldman Wealth Management & Associates, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sheldon Michael Goldman Control | Owner/ Managing Member/ Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Goldman Wealth Management & Associates, LLC manage?
Goldman Wealth Management & Associates, LLC reports $120 million in regulatory assets under management on its Form ADV.
How many employees does Goldman Wealth Management & Associates, LLC have?
Goldman Wealth Management & Associates, LLC reports 2 employees.
Where is Goldman Wealth Management & Associates, LLC located?
Goldman Wealth Management & Associates, LLC is based in San Diego, CA and has been SEC-registered since 2026.
Does Goldman Wealth Management & Associates, LLC disclose fund performance?
Goldman Wealth Management & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12544 High Bluff Drive, Suite 200, San Diego, CA 92130 |
| Phone | 858-361-3698 |
| Fax | 858-221-9750 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$120Mregulatory AUM
Discretionary $120M