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Goldman Wealth Management
GOLDMAN WEALTH MANAGEMENT is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2026. The firm manages approximately $120 million in...
Overview
GOLDMAN WEALTH MANAGEMENT is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2026. The firm manages approximately $120 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
San Diego
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who leads investment decisions at Goldman Wealth Management?
The firm does not publicly name its senior investment professionals. Leadership is drawn from the broader Goldman Sachs advisor network, per public registration documents. Specific CIO or CEO names are not disclosed.
Does Goldman Wealth Management invest in private equity directly?
Yes, the firm structures direct co-investments and fund commitments in private equity. These are sourced through Goldman Sachs's network and independent relationships, per regulatory filings.
How does Goldman Wealth Management differ from Goldman Sachs Private Wealth Management?
Goldman Wealth Management is an RIA registered with the SEC, while Goldman Sachs Private Wealth Management is a division of the bank. The RIA structure imposes fiduciary standards and avoids certain conflicts of interest tied to proprietary products.
Which sectors does the firm avoid?
No public statements identify excluded sectors. The firm's approach is customized per client preferences, meaning restrictions vary by mandate.
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