RIA Intel›Advisers›California›GOODSTEIN WEALTH MANAGEMENT LLC

GOODSTEIN WEALTH MANAGEMENT LLC

Advisory

N·ENCINO, CA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM
$114M
1-Year AUM Growth
-22.9%
3-Year CAGR
-0.5%
Employees
2
Assets Under Management
Total AUM$114M
Discretionary AUM$114M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients100
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record9
First FilingFeb 9, 2023
Latest FilingMar 16, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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