| 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 |
Goldstein Advisors, LLC reports $943.4 million in regulatory assets under management on its Form ADV.
Goldstein Advisors, LLC reports 19 employees.
Goldstein Advisors, LLC is based in Madison, WI and has been SEC-registered since 2022.
Goldstein Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $943.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $943.4M |