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GOLDMAN SACHS WEALTH SERVICES, L.P.

Advisory

N·COHOES, NY

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM

$26.0B

1-Year AUM Growth

-9.6%

3-Year CAGR

+18.1%

Employees

1,055

Assets Under Management

Total AUM$26.0B

Discretionary AUM$26.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients121,236

Team

Total Employees1,055

Investment Advisers1,809

Employee Growth (1Y)+13.9%

Filing History

Total Filings on Record120

First FilingFeb 16, 2001

Latest FilingFeb 19, 2026

🔒 Full AUM trend chart and 120 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GOLDMAN SACHS WEALTH SERVICES, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.