# Goldman Wealth Management: new SEC registration, $120M AUM, San Diego, CA

**Score:** 45/100

| 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 |

## Why this score
- $120M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/290153). Last refreshed: 2026-10-28T20:49:58.746Z.
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.