Goodstein Wealth Management LLC
Goodstein Wealth Management LLC is an SEC-registered wealth manager in Encino, CA with $114.2M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Goodstein Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282910, SEC 801-127449, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $114.2M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Encino, CA
- Employees
- 2
- Clients
- 101
- CRD
- 282910
- Ownership
- GOODSTEIN, ALAN, RANDALL
How much AUM does Goodstein Wealth Management LLC have?
Goodstein Wealth Management LLC reported $114.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Goodstein Wealth Management LLC?
Disclosed owners and executives of Goodstein Wealth Management LLC include GOODSTEIN, ALAN, RANDALL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.