Single Family OfficeRIA · CRD 337375SEC-Registered

Updated:

SHE WEALTH ADVISORS

SHE WEALTH ADVISORS LLC is an SEC-registered investment adviser in WOODLAND HILLS, CA. The firm manages approximately $1 million in regulatory assets.

SHE WEALTH ADVISORS

SHE WEALTH ADVISORS LLC is an SEC-registered investment adviser in WOODLAND HILLS, CA. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Woodland Hills

Corporate office

New York, NY, United States

Principals

Jane Goldman

Principal

Amy Goldman Fowler

Principal

Sector focus

Real EstateSustainabilityClimateTechAgriTech & FoodTech

Frequently asked questions

Who runs investment decisions at SHE Wealth Advisors?

Jane Goldman and Amy Goldman Fowler serve as the firm's principals. They jointly oversee the portfolio, which descends from the real estate empire assembled by their father, Sol Goldman. The exact investment committee structure is not public, though Ms. Goldman Fowler is the more publicly visible figure through her advocacy and publishing on agricultural biodiversity.

What is the underlying source of the Goldman family wealth?

The fortune originates from Sol Goldman, who began acquiring distressed New York City properties in the 1950s and built a portfolio exceeding 600 buildings. At the time of his passing in 1987, he was considered New York's largest private landlord. His daughters assumed control after a decade-long legal battle over the estate, which was estimated in court at over $1 billion.

Does SHE Wealth Advisors invest exclusively in real estate?

No. While legacy New York real estate remains the foundation, the office has made direct venture investments in climate technology and sustainable agriculture. Confirmed portfolio companies include Gotham Greens and Bowery Farming, indicating an active but selective deployment strategy outside of property.

Is SHE Wealth Advisors structured as a single family office or a multi-family office?

It operates as a single-family office serving the descendants of Sol Goldman. There is no public evidence of the firm managing third-party capital, and it does not market a multi-family investment platform.

How is the Goldman family's philanthropy separated from the investment office?

Amy Goldman Fowler is a recognized author and board member focused on seed conservation and biodiversity, including Seed Savers Exchange. Her philanthropic and advocacy activities are conducted in her personal capacity rather than through a branded foundation, but no formal separation is documented between these activities and the family office's operations.

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