RIA Intel›Advisers›California›GOULD ASSET MANAGEMENT LLC

GOULD ASSET MANAGEMENT LLC

Advisory

N·CLAREMONT, CA

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

Total AUM

$1.0B

1-Year AUM Growth

+10.2%

3-Year CAGR

+4.9%

Employees

9

Assets Under Management

Total AUM$1.0B

Discretionary AUM$995M

Non-Discretionary AUM$39M

Discretionary %96.2%

Total Clients350

Team

Total Employees9

Investment Advisers15

Employee Growth (1Y)-11.1%

Filing History

Total Filings on Record49

First FilingMay 7, 2004

Latest FilingApr 16, 2026

🔒 Full AUM trend chart and 49 historical filings spanning 22+ 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 GOULD ASSET MANAGEMENT LLC

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