# Goldstein Advisors

Goldstein Advisors is a Bank / Wealth / Trust based in Madison, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Madison, United States
- **Region:** North America
- **Address:** Madison, WI, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** goldsteinadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/goldstein-advisors-financialservices

## Regulatory record

- **CRD number:** 323125
- **SEC file number:** 801-126612
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323125

## About

Established in Madison in 1998, Goldstein Advisors built its practice around serving high-net-worth individuals and corporate clients in the upper Midwest. The registered investment adviser offers investment management alongside comprehensive financial planning, positioning the firm as a quiet steward of private wealth rather than a platform rolling up outside assets. Goldstein provides discretionary portfolio management and advisory services, though specific investment mandates and asset-allocation models remain proprietary. Without public performance data or known direct co-investment activity, the strategy is best understood as risk-managed, goals-based allocation for families and business owners who want local counsel. The firm operates from a single office in Madison and does not disclose headcount or total assets under management. No adjacent philanthropic vehicles or club structures like Tiger 21 or YPO are linked publicly to the firm or its principals. In an industry where advisory firms routinely sell to consolidators, the Goldstein practice has stayed independent, which is itself a governance statement.

## Sectors

- healthcare
- academics
- biotech

## Related profiles

- [Goldman Sachs Private Wealth Management](https://altss.com/profile/goldman-sachs-private-wealth-management)
- [Goldstone Portfolios](https://altss.com/profile/goldstone-portfolios)

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Last updated: 2026-08-11T02:43:31.692Z

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