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Goldman Wealth Management & Associates, LLC

● SEC registered since 2026CRD 290153SEC# 801-136236San Diego, CA
Export (members)
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.
www.facebook.com/sheldon.goldmanwmView on SEC.gov ↗

Goldman Wealth Management & Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
Sheldon Michael Goldman ControlOwner/ Managing Member/ Chief Compliance OfficerOver 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

Address12544 High Bluff Drive, Suite 200, San Diego, CA 92130
Phone858-361-3698
Fax858-221-9750
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120M
Non-discretionary$0
Total (RAUM)$120M