Goldman Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$115,060,519
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
95
39% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
95
Very HighAverage account size
$1,211,163
About
Goldman Wealth Management provides investment advisory and financial planning services to individuals — including high-net-worth clients — and to pension and profit-sharing plans, managing roughly $120 million across its client base. Its services include discretionary portfolio management, written financial plans, private investment advising for accredited investors, and pension consulting for plan sponsors and participants.
The firm tailors advice and portfolios to individual client circumstances (objectives, time horizon, liquidity needs, tax considerations) and primarily uses mutual funds and ETFs, model portfolios or custom allocations; it describes the use of fundamental analysis, modern portfolio theory, and long-term purchase strategies, with ongoing monitoring and periodic rebalancing. It also offers transactional and strategic business consulting for private companies, and will conduct due diligence and negotiation when recommending private placements.
Notable distinctions relative to many independent peers are the firm’s affiliation with a licensed insurance agent (with disclosed commission-based compensation) and its explicit focus on retirement-plan clients, including pension consulting, plan-level advice and participant education — services that are statistically less common among similar advisers. The combination of pension consulting, participant education, strategic business advisory work, and managed private-investment access is an atypical service mix for a firm of this scale.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Financial consulting services
Expertise
Private / alternative investments
Real estate investing
Wealth management
Retirement income strategy
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fee up to $5,000 for financial planning and consulting services
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% Over $5,000,000+: 0.60%
Commission-based compensation earned by licensed insurance agents affiliated with the firm for insurance products
Minimum fee: $4,000 flat rate quarterly in advance for accounts $250,000 or under Fee-only: Fixed fee up to $5,000 for financial planning and consulting services, payable in advance
Main office location
Goldman Wealth Management
12544 High Bluff Drive, Suite 200
San Diego CA 92130, United States
Number of offices
1
Most active in
Goldman Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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