GOODSTEIN WEALTH MANAGEMENT LLC

GOODSTEIN WEALTH MANAGEMENT LLC of ENCINO, CA is an SEC-registered investment adviser (CRD 282910). Regulatory assets under management: $114.2M.

Registration

• CRD: 282910
• SEC file number: 801-127449
• Type: Registered investment adviser
• Location: 15760 VENTURA BLVD., SUITE 1520, ENCINO, CA, 91436
• Phone: 818-995-3500
• Latest filing: 2026-03-16
• Regulatory AUM: $114.2M
• Discretionary AUM: $114.2M
• Clients: 2
• Accounts: 275

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282910 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search