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| Goldman Sachs Wealth Services LP
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|---|---|
| CRD # | 106693 |
| SEC # | 801-48238 |
| CIK # | 0000935142, 0001055957 |
| AUM | 31.7 B (2026-06-15) |
| Employees | 1,923 (59% Investors, 66% Brokers) |
| Phone | 518-886-4000 |
| Address | 100 Coliseum Drive Cohoes, NY 12047 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000935142 0001055957 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 38.5 | ||
| Apple Inc | 31.1 | ||
| Microsoft Corp | 26.0 | ||
| Alphabet Inc | 17.8 | ||
| Amazon Com Inc | 16.0 | ||
| Tesla Motors Inc | 12.7 | ||
| Broadcom Inc | 11.9 | ||
| Facebook Inc | 11.8 | ||
| Alphabet Inc | 10.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 8.2 | ||
| J P Morgan Chase & Co | 7.3 | ||
| Lilly Eli & Co | 6.4 | ||
| Micron Technology Inc | 5.6 | ||
| Wal Mart Stores Inc | 5.2 | ||
| Visa Inc | 5.2 | ||
| Johnson & Johnson | 4.6 | ||
| Mastercard Inc | 4.2 | ||
| Advanced Micro Devices Inc | 3.9 | ||
| AbbVie Inc | 3.6 | ||
| Total Sa | 3.5 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76,550 | 0.0 |
| (b) Individuals (high net worth individuals) | 38,800 | 24.8 |
| (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 | 9 | 0.0 |
| (h) Charitable organizations | 75 | 0.9 |
| (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 | 30 | 0.1 |
| (n) Other | 2,235 | 5.9 |
| Total | 36,184 | 31.7 |
| By Discretionary | ||
| Discretionary | 36,184 | 31.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36,184 | 31.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 31.4 | |
| Total | 36,184 | 31.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001055957] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $14.5B |
| Clients | 89,850 (1 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 549300K78FM6LBJBZK62 |
| Comparable Firms | State | AUM |
|---|---|---|
|
SageView Advisory Group LLC
✚
|
CA | 37.5 B |
|
Focus Partners Advisor Solutions LLC
✚
|
MO | 36.4 B |
|
Sanctuary Advisors LLC
✚
|
FL | 34.9 B |
|
Allworth Financial LP
✚
|
CA | 33.6 B |
|
Eagle Strategies LLC
✚
|
NY | 32.0 B |
|
&Partners
✚
|
TN | 30.3 B |
|
Advanced Capital Group Inc
✚
|
MN | 30.0 B |
|
Addenda Capital Inc
✚
|
29.0 B | |
|
The Baldwin Group Wealth Advisors LLC
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|
FL | 27.3 B |
|
Wellth Advisory Services LLC
✚
|
26.7 B |