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Joshua Goldstein

Managing MemberVault Fiduciary LLCCRD 5399663

About Joshua Goldstein

Joshua Goldstein is listed as Managing Member at Vault Fiduciary LLC. Form ADV reports a beneficial ownership band of Over 75%. Joshua Goldstein is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Vault Fiduciary LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joshua Goldstein work?

Joshua Goldstein is listed as Managing Member at Vault Fiduciary LLC on SEC Form ADV.

How much of Vault Fiduciary LLC does Joshua Goldstein own?

Form ADV reports a beneficial ownership band of Over 75%.

Vault Fiduciary LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2025
View Vault Fiduciary LLC →

Vault Fiduciary LLC

TitleChief Compliance Officer
OwnershipOver 75%
Control personYes
Since2025
View Vault Fiduciary LLC →