# Goldman Wealth Management

> Goldman Wealth Management is an SEC-registered investment advisory firm in San Diego, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 10, 2026.

- CRD: 290153
- Filed as: GOLDMAN WEALTH MANAGEMENT
- Legal name: Goldman Wealth Management & Associates, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290153
- AdvisorCensus page: https://advisorcensus.com/firm/goldman-wealth-management-san-diego-ca-290153

## Quick answers

**How is Goldman Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Goldman Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Goldman Wealth Management charge?**
Its Form ADV Part 2A brochure dated April 10, 2026 states: Flat fee: $5,000 (broad-based financial planning services and/or financial consulting…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Goldman Wealth Management located?**
Goldman Wealth Management's principal office is in San Diego, CA, according to its Form ADV.

**Is Goldman Wealth Management registered with the SEC or a state?**
Goldman Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 290153.

**How much does Goldman Wealth Management manage?**
Goldman Wealth Management reports $119,967,372 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (100% discretionary).

**What types of clients does Goldman Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (37); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Goldman Wealth Management use?**
Goldman Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Inspira Financial Trust Company, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Goldman Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290153

**What changed in Goldman Wealth Management's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 10, 2026)

- Flat fee: $5,000 (broad-based financial planning services and/or financial consulting…)

> For broad-based financial planning services and/or financial consulting services where we produce a written plan, we charge a fixed fee ranging up to $5,000 that is payable in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Inspira Financial Trust Company, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $119,967,372
- Discretionary: $119,967,372
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $22,372,194 |
| High net worth individuals | 37 | $92,688,325 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $4,906,853 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- goldmanwm.com
- Facebook @SHELDON.GOLDMANWM

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goldman Wealth Management (CRD 290153): Form ADV filing data as of October 2026.