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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Goldman Sachs Wealth Services LP
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| CRD # | 106693 |
| SEC # | 801-48238 |
| CIK # | 0001055957, 0000935142 |
| AUM | $26.0 B (2025-07-01) |
| Employees | 1,809 (58% Investors, 69% Brokers) |
| Phone | 518-886-4000 |
| Address | 100 Coliseum Drive Cohoes, NY 12047 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 35.5 | ||
| Microsoft Corp | 27.0 | ||
| Apple Inc | 21.8 | ||
| Tesla Motors Inc | 14.7 | ||
| Amazon Com Inc | 14.3 | ||
| Facebook Inc | 13.6 | ||
| Broadcom Inc | 11.5 | ||
| Alphabet Inc | 9.0 | ||
| J P Morgan Chase & Co | 6.4 | ||
| VISA Inc | 5.9 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82,200 | 0.0 |
| (b) Individuals (high net worth individuals) | 37,000 | 20.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 0.0 |
| (h) Charitable organizations | 60 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 0.1 |
| (n) Other | 1,930 | 4.6 |
| Total | 33,477 | 26.0 |
| By Discretionary | ||
| Discretionary | 33,477 | 26.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 33,477 | 26.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 25.7 | |
| Total | 33,477 | 26.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001055957] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Focus Partners Advisor Solutions LLC
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|
MO | 29.9 |
|
Savant Capital LLC
✚
|
IL | 29.6 |
|
Sanctuary Advisors LLC
✚
|
IN | 27.7 |
|
Newedge Advisors LLC
✚
|
LA | 27.4 |
|
Addenda Capital Inc
✚
|
26.2 | |
|
Capital Advisors Group Inc
✚
|
MA | 26.0 |
|
Eagle Strategies LLC
✚
|
NY | 25.4 |
|
Allworth Financial LP
✚
|
CA | 25.1 |
|
Clearstead Advisors LLC
✚
|
OH | 24.3 |
|
Wellth Advisory Services LLC
✚
|
23.6 |