Goodstein Wealth Management LLC

Goodstein Wealth Management LLC (CRD# 282910) is a financial advisory firm headquartered in Encino, CA. They manage $128,751,104 in 420 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $306,550
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NH, TN, TX

Financial Advisors at Goodstein Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alan R. Goodstein
CRD#: 2384297
15760 Ventura Blvd., Suite 1520, Encino, CA 91436

Alan Goodstein (CRD# 2384297) is an Investment Advisor Representative working at Goodstein Wealth Management LLC in Encino, CA and has over 30 years of experience in the finance industry.

2
Matthew J. Murawski
CRD#: 6090282
15760 Ventura Blvd., Suite 1520, Encino, CA 91436

Matthew Murawski (CRD# 6090282) is an Investment Advisor Representative working at Goodstein Wealth Management LLC in Encino, CA and has over 11 years of experience in the finance industry.

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