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GOLDMAN WEALTH MANAGEMENT

SAN DIEGO, CA · CRD 290153 · IAPD ↗ · 858-361-3698

$120.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — GOLDMAN WEALTH MANAGEMENT (SAN DIEGO, CA) is newly SEC-registered with $120.0M 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.