# SHE WEALTH ADVISORS

SHE WEALTH ADVISORS is a RIA based in Woodland Hills, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Woodland Hills, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://shewealth.net
- **LinkedIn:** https://www.linkedin.com/company/vanessafriedman

## Regulatory record

- **CRD number:** 337375
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337375

## About

SHE Wealth offers a Financial Lifestyle Concierge Service covering retirement planning, customized retirement design, legacy planning, financial management, hassle-free rollovers, and support for separated, divorced, or widowed clients including QDROs. The firm emphasizes financial literacy for women and women in business, and educating families on having a solid financial blueprint. Services also include insurance, tax-free retirement planning, and asset protection.

## Sectors

- Real Estate
- Sustainability
- ClimateTech
- AgriTech & FoodTech

## People

- Jane Goldman — Principal
- Amy Goldman Fowler — Principal

## 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.

## Related profiles

- [MAVS Wealth Management Group](https://altss.com/profile/mavs-wealth-management-group-llc)
- [Angel Legacy Advisors](https://altss.com/profile/angel-legacy-advisors-llc)

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Last updated: 2026-08-11T15:08:04.536Z

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