RIA Intel›Advisers›North Carolina›GOLDFARB WEALTH ADVISORS, LLC

GOLDFARB WEALTH ADVISORS, LLC

Advisory

NC

Data as of Jan 18, 2026 · Source: SEC Form ADV

Rank in NC

#510

of 516 advisers by AUM

Average account

$963K

across 54 accounts

AUM per adviser

$52M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 18, 2026.

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$52M

Discretionary AUM$52M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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R.M. LONG INVESTMENT ADVISORY, INC.

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