SEC Form ADV

GOODSTEIN WEALTH MANAGEMENT LLC

Registered Investment AdviserCA
$114.2M
Assets Under Management
8
Total Clients
2
Employees
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Registration Details

Accession
crd-282910
Location
ENCINO, CA
Filing Date
March 16, 2026
AUM
$114.2M
Total Clients
8
Institutional Clients
1
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

GOODSTEIN WEALTH MANAGEMENT LLC is a registered investment adviser headquartered in ENCINO, CA, managing approximately $114.2M in assets across 8 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.