Goldman Wealth Management: new SEC registration, $120M AUM, San Diego, CA
Goldman Wealth Management (San Diego, California): new SEC registration, $120M AUM, San Diego, CA. Its amount of 120 is below the median of 134 (39th percentile). Dated 180 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 120 · 39th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Goldman Wealth Management |
| Legal name | Goldman Wealth Management & Associates, LLC |
| CRD | 290153 |
| Status | Approved |
| Registered with the SEC | 2026-05-08 |
| Latest Form ADV filing | 2026-04-10 |
| Location | San Diego, CA, United States |
| Regulatory AUM | $119,967,372 |
| Accounts | 168 |
| Employees | 2 |
| Website | HTTPS://WWW.FACEBOOK.COM/SHELDON.GOLDMANWM |
| amount percentile | 39th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Goldman Wealth Management and 148 California peers
- California NewRiaPulse records like this one: 148
- Goldman Wealth Management's amount: 39th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $120M under management.
- Website on file.
What is the NewRiaPulse record for Goldman Wealth Management in San Diego, California?
Goldman Wealth Management received SEC registration as an investment adviser (2026-05-08) with $119,967,372 in regulatory assets under management, based in San Diego, CA.
How does Goldman Wealth Management compare to other California NewRiaPulse records?
Its amount of 120 is below the median (39th percentile); smaller records often move faster and face less competition. It is 180 days old; check the official source for later updates before acting.
Goldman Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Goldman Wealth Management | San Diego, CA | 120 | 39th | 2026-05-08 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.