Goldman Wealth Management
Goldman Wealth Management (CRD# 290153) is a financial advisory firm headquartered in San Diego, CA. They manage $88,554,590 in 93 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management89MILLION
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Total Number of Accounts93ACCOUNTS
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Average Account Value$952,200
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at Goldman Wealth Management
1
Sheldon Goldman (CRD# 2437093) is an Investment Advisor Representative working at Goldman Wealth Management in Encinitas, CA and has over 30 years of experience in the finance industry.
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