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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Goodstein Wealth Management LLC
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|---|---|
| CRD # | 282910 |
| SEC # | 801-127449 |
| CIK # | |
| AUM | $97.9 M (2025-02-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 818-995-3500 |
| Address | 15760 Ventura Blvd, Suite 1520 Encino, CA 91436 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 75.3 |
| (b) Individuals (high net worth individuals) | 29 | 22.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 97.9 |
| By Discretionary | ||
| Discretionary | 263 | 97.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 263 | 97.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 97.9 | |
| Total | 263 | 97.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Account Management LLC
✚
|
0.1 | |
|
Captial Advisor Network
✚
|
IN | 0.1 |
|
Pacific Global Investment Management Co
✚
|
CA | 0.1 |
|
Park Avenue Investment Advisory LLC
✚
|
NY | 0.1 |
|
AUA Private Wealth Advisors LLC
✚
|
PA | 0.1 |
|
Abbondandolo Wealth Management Corp
✚
|
NY | 0.1 |
|
LPK Investment Group LLP
✚
|
NY | 0.1 |
|
Sturman Wealth Advisors LLC
✚
|
VA | 0.1 |
|
Alsworth Capital Management LLC
✚
|
NY | 0.1 |
|
Bluewater Wealth Advisors LLC
✚
|
AL | 0.1 |