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GOEHRING & ROZENCWAJG ASSOCIATES, LLC

NEW YORK, NY · CRD 283394 · IAPD ↗ · 646-216-9777

$1.51BRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — GOEHRING & ROZENCWAJG ASSOCIATES, LLC crossed $1B in regulatory AUM ($726.2M -> $1.51B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
64
April 2025 — GOEHRING & ROZENCWAJG ASSOCIATES, LLC reported RAUM up 34% ($543.8M -> $726.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2024 — GOEHRING & ROZENCWAJG ASSOCIATES, LLC crossed $500M in regulatory AUM ($355.6M -> $543.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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