SEC Form ADV

GOLDSTEIN ADVISORS, LLC

Registered Investment AdviserWI
$1.1B
Assets Under Management
4,070
Total Clients
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Registration Details

Accession
CRD-323125
Location
MADISON, WI
Filing Date
February 12, 2026
AUM
$1.1B
Total Clients
4,070
Amendment
No

About this Adviser

GOLDSTEIN ADVISORS, LLC is a registered investment adviser headquartered in MADISON, WI, managing approximately $1.1B in assets across 4,070 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.