# Goldfarb Wealth Advisors

Goldfarb Wealth Advisors is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/dana-goldfarb-a739825

## Regulatory record

- **CRD number:** 170308
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170308

## About

GOLDFARB WEALTH ADVISORS is a state-registered investment adviser with $52 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### How does Goldfarb Wealth Advisors source proprietary deal flow?

There is no public information available about the firm's deal-sourcing methods. Typical multi-family offices rely on networks of external managers, co-investment opportunities, and relationships with investment banks or private equity firms. Without disclosure, specific sourcing channels cannot be verified.

### Does Goldfarb Wealth Advisors participate in fund commitments or only direct deals?

Public information does not reveal the firm's investment vehicle preferences. However, many multi-family offices allocate capital through a mix of fund commitments and direct co-investments. Without official disclosures, specific strategies remain unknown.

### Which sectors does Goldfarb Wealth Advisors explicitly avoid?

The firm has not publicly listed any excluded sectors. Multi-family offices often avoid high-risk, speculative areas unless aligned with specific family mandates. Without disclosed guidelines, no sector exclusions can be assumed.

## Related profiles

- [Oceanside Advisors LLC](https://altss.com/profile/oceanside-advisors-llc)
- [OMERS Infrastructure and OMERS Infrastructure US](https://altss.com/profile/omers-infrastructure-and-omers-infrastructure-us)

---

Last updated: 2026-07-06T01:24:17.407Z

Canonical page: https://altss.com/profile/goldfarb-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology