GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLC
GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 290153). Regulatory assets under management: $120.0M.
Registration
- CRD: 290153
- SEC file number: 801-136236
- Type: Registered investment adviser
- Location: 12544 HIGH BLUFF DRIVE, SUITE 200, SAN DIEGO, CA, 92130
- Phone: 858-361-3698
- Latest filing: 2026-04-10
- Regulatory AUM: $120.0M
- Discretionary AUM: $120.0M
- Clients: 2
- Accounts: 168
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Sheldon Michael Goldman | OWNER/ MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | — |
More on this firm