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Goodstein Wealth Management LLC

● SEC registered since 2023CRD 282910SEC# 801-127449Encino, CA
Export (members)
Reg. AUM
$97.9M
Employees
2
Accounts
263
Location
Encino, CA

Goodstein Wealth Management LLC assets under management

Goodstein Wealth Management LLC operates as an SEC-registered investment adviser based in Encino, CA. The firm has been registered since 2023. It reports $97.9 million in regulatory assets under management and employs 2 people.
goodsteinwealthmanagement.comView on SEC.gov ↗

Goodstein Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Alan Randall Goodstein ControlChief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Goodstein Wealth Management LLC manage?

Goodstein Wealth Management LLC reports $97.9 million in regulatory assets under management on its Form ADV.

How many employees does Goodstein Wealth Management LLC have?

Goodstein Wealth Management LLC reports 2 employees.

Where is Goodstein Wealth Management LLC located?

Goodstein Wealth Management LLC is based in Encino, CA and has been SEC-registered since 2023.

Does Goodstein Wealth Management LLC disclose fund performance?

Goodstein Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15760 Ventura Blvd., Suite 1520, Encino, CA 91436
Phone818-995-3500
Office hours6:30 - 4:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$97.9M
Non-discretionary$0
Total (RAUM)$97.9M