← Tributary

GOLDBERG FINANCIAL ADVISORS, LLC

EL SEGUNDO, CA · CRD 158147 · IAPD ↗ · goldbergfinancialadvisors.com · (310) 995-3396

$120.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — GOLDBERG FINANCIAL ADVISORS, LLC (EL SEGUNDO, CA) is newly SEC-registered with $120.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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