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Sheldon Michael Goldman

Owner/ Managing Member/ Chief Compliance OfficerGoldman Wealth Management & Associates, LLCCRD 2437093

About Sheldon Michael Goldman

Sheldon Michael Goldman is listed as Owner/ Managing Member/ Chief Compliance Officer at Goldman Wealth Management & Associates, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Goldman Wealth Management & Associates, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sheldon Michael Goldman work?

Sheldon Michael Goldman is listed as Owner/ Managing Member/ Chief Compliance Officer at Goldman Wealth Management & Associates, LLC on SEC Form ADV.

How much of Goldman Wealth Management & Associates, LLC does Sheldon Michael Goldman own?

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

Goldman Wealth Management & Associates, LLC

TitleOwner/ Managing Member/ Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2016
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