# GOLDSTEIN ADVISORS, LLC

GOLDSTEIN ADVISORS, LLC of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 323125
- Type: SEC-registered investment adviser
- SEC file number: 801-126612
- Location: 1241 JOHN Q HAMMONS DR, SUITE 302, MADISON, WI, 53717
- Phone: 608-831-3230
- Latest filing: 2026-07-22
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 19
- Accounts: 4,070

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Jon David Goldstein | PARTNER & FINANCIAL PLANNER | — |
| Andrew T Peters | CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER | — |
| GOLDSTEIN MARK DAVID | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ PARTNER (+2 more) | — |
| PETERS JERRY THOMAS | CHIEF FINANCIAL OFFICER | — |
| Peters Andrew T | CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER; CHIEF FINANCIAL OFFICER/PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323125/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323125/similar
- Related entities: https://search.stillhousedata.com/firm/323125/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323125

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.