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GOULD ASSET MANAGEMENT LLC

CLAREMONT, CA · CRD 113098 · IAPD ↗ · 909-445-1291

$1.03BRegulatory AUM
9Advisory reps
15Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

80
April 2026 — GOULD ASSET MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
85
April 2026 — GOULD ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($901.3M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.