SEC Form ADV

GOLDMAN WEALTH MANAGEMENT

Registered Investment AdviserCA
$120.0M
Assets Under Management
168
Total Clients
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Registration Details

Accession
CRD-290153
Location
SAN DIEGO, CA
Filing Date
April 10, 2026
AUM
$120.0M
Total Clients
168
Amendment
No

About this Adviser

GOLDMAN WEALTH MANAGEMENT is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $120.0M in assets across 168 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.