Goldman Wealth Management & Associates, LLC
Goldman Wealth Management & Associates, LLC is an SEC-registered wealth manager with $120.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Goldman Wealth Management & Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290153, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $120.0M (2026-04-10)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 101
- CRD
- 290153
- Ownership
- GOLDMAN, SHELDON, MICHAEL
How much AUM does Goldman Wealth Management & Associates, LLC have?
Goldman Wealth Management & Associates, LLC reported $120.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Goldman Wealth Management & Associates, LLC?
Disclosed owners and executives of Goldman Wealth Management & Associates, LLC include GOLDMAN, SHELDON, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.