Goldman Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$115,060,519
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
95
39% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
95
HighAverage account size
$1,211,163
About
Goldman Wealth Management serves individual clients, including high‑net‑worth households, as well as pension and profit‑sharing plans, offering discretionary portfolio management, financial planning, pension consulting, and strategic business consulting. The firm also provides access to private investments and limited partnerships for clients who qualify as accredited investors.
The firm primarily implements model portfolios built with mutual funds and exchange‑traded funds and may use third‑party sub‑advisers to manage portions of client accounts, with ongoing monitoring and periodic rebalancing. Its stated process incorporates fundamental analysis and modern portfolio theory, favors long‑term holdings, and includes due diligence and negotiated terms when recommending private placements to qualified clients.
Notable for a single‑advisor practice, the firm discloses an affiliated insurance activity: a firm representative is licensed to sell insurance and may receive separate commission compensation, a potential conflict of interest the brochure addresses. The firm also routinely requires clients to direct custody and brokerage to specified custodians and offers strategic business and pension‑plan consulting and participant education services, which are less common among peers of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Sub-advisory and financial consulting services
Sub-advisory and financial consulting services
Expertise
Private / alternative investments
Real estate investing
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Occupation focus
Founder/Business Owner
Retired
Demographic focus
HENRY (High Earners, Not Rich Yet)
Fee options
Fixed fee up to $5,000 for financial planning services
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% Over $5,000,000+: 0.60%
Commission-based compensation earned by insurance agents affiliated with the firm, separate from advisory fees
Minimum fee: Fixed fee up to $5,000 for financial planning services Fee-only: Yes, for financial planning and consulting services
Main office location
Goldman Wealth Management
12544 High Bluff Drive, Suite 200
San Diego CA 92130, United States
Number of offices
1
Most active in
Goldman Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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