GOUDA WEALTH PLANNING

GOUDA WEALTH PLANNING is an SEC-registered investment adviser (CRD 332903). Regulatory assets under management: $55K.

Registration

• CRD: 332903
• Type: Registered investment adviser
• Phone: 619-268-1215
• Latest filing: 2026-03-30
• Regulatory AUM: $55K
• Discretionary AUM: $55K
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332903 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search