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GOODSTEIN WEALTH MANAGEMENT LLC

ENCINO, CA · CRD 282910 · IAPD ↗ · goodsteinwealthmanagement.com · 818-995-3500

$114.2MRegulatory AUM
2Advisory reps
2Employees
8Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — GOODSTEIN WEALTH MANAGEMENT LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
August 2024 — GOODSTEIN WEALTH MANAGEMENT LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — GOODSTEIN WEALTH MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
March 2024 — GOODSTEIN WEALTH MANAGEMENT LLC notice-filed in NH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — GOODSTEIN WEALTH MANAGEMENT LLC reported RAUM up 28% ($100.6M -> $128.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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