GOLDFARB WEALTH ADVISORS

GOLDFARB WEALTH ADVISORS is an SEC-registered investment adviser (CRD 170308). Regulatory assets under management: $52.0M.

Registration

• CRD: 170308
• Type: Registered investment adviser
• Phone: 704-608-9219
• Latest filing: 2026-01-18
• Regulatory AUM: $52.0M
• Discretionary AUM: $52.0M
• Clients: 1
• Accounts: 54

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170308 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search