Goldstein Advisors, LLC
● SEC registered since 2022CRD 323125SEC# 801-126612Madison, WI
Reg. AUM
$1.08B
Employees
19
Accounts
4,070
Location
Madison, WI
Goldstein Advisors, LLC assets under management
Goldstein Advisors, LLC is an investment advisory firm registered with the SEC based in Madison, WI. The firm has been registered since 2022. It reports $1.1 billion in regulatory assets under management and employs 19 people.
Goldstein Advisors, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew T Peters Control | Chief Compliance Officer, Partner & Financial Planner | Under 5% | 2022 |
| Bluespring Wealth Partners, LLC Control | Owner | Over 75% | 2022 |
| Jon David Goldstein Control | Partner & Financial Planner | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Goldstein Advisors, LLC manage?
Goldstein Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Goldstein Advisors, LLC have?
Goldstein Advisors, LLC reports 19 employees.
Where is Goldstein Advisors, LLC located?
Goldstein Advisors, LLC is based in Madison, WI and has been SEC-registered since 2022.
Does Goldstein Advisors, LLC disclose fund performance?
Goldstein Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1241 John Q Hammons Dr, Suite 302, Madison, WI 53717 |
| Phone | 608-831-3230 |
| Fax | 608-831-3235 |
| Office hours | 8:00 a.m.-5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $1.08B