Overview
Assets Under Management: $114 million
Headquarters: ENCINO, CA
High-Net-Worth Clients: 46
Average Client Assets: $2.0 million
Frequently Asked Questions
GOODSTEIN WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282910), GOODSTEIN WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
GOODSTEIN WEALTH MANAGEMENT LLC is headquartered in ENCINO, CA.
GOODSTEIN WEALTH MANAGEMENT LLC serves 46 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, GOODSTEIN WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GOODSTEIN WEALTH MANAGEMENT LLC manages $114 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, GOODSTEIN WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.04%
Average Client Assets: $2.0 million
Total Client Accounts: 275
Discretionary Accounts: 275
Regulatory Filings
CRD Number: 282910
Filing ID: 2073755
Last Filing Date: 2026-03-16 16:34:03