# Goldfarb Wealth Advisors

> Goldfarb Wealth Advisors is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 18, 2026.

- CRD: 170308
- Filed as: GOLDFARB WEALTH ADVISORS
- Legal name: Goldfarb Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: January 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170308
- AdvisorCensus page: https://advisorcensus.com/firm/goldfarb-wealth-advisors-170308

## Quick answers

**How is Goldfarb Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Goldfarb Wealth Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Goldfarb Wealth Advisors registered with the SEC or a state?**
Goldfarb Wealth Advisors is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170308.

**How much does Goldfarb Wealth Advisors manage?**
Goldfarb Wealth Advisors reports $52,028,361 in regulatory assets under management in its Form ADV filing dated January 18, 2026 (100% discretionary).

**What types of clients does Goldfarb Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (4).

**Does Goldfarb Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170308

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $52,028,361
- Discretionary: $52,028,361
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,503,972 |
| High net worth individuals | 23 | $50,524,389 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- goldfarbwealthadvisors.com
- LinkedIn @DANA-GOLDFARB-A739825

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goldfarb Wealth Advisors (CRD 170308): Form ADV filing data as of October 2026.