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| Keyboard |
| Goodstein Wealth Management LLC
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|---|---|
| CRD # | 282910 |
| SEC # | 801-127449 |
| CIK # | |
| AUM | 114.2 M (2026-03-16) |
| Employees | 2 (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) | 54 | 20.0 |
| (b) Individuals (high net worth individuals) | 46 | 93.7 |
| (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 | 1 | 0.5 |
| (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 | 275 | 114.2 |
| By Discretionary | ||
| Discretionary | 275 | 114.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 275 | 114.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.2 | |
| Total | 275 | 114.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Alpine Hill Advisors LLC
✚
|
CT | 114.5 M |
|
Palladiem LLC
✚
|
PA | 114.5 M |
|
Regal Bay Investment Group LLC
✚
|
WI | 114.5 M |
|
Engleson & Associates Inc
✚
|
NY | 114.5 M |
|
ABRI LLC
✚
|
KY | 114.4 M |
|
SERA Capital Management Limited Liability Company
✚
|
MD | 114.3 M |
|
Bridgeview Capital Advisors Inc
✚
|
CA | 114.1 M |
|
Skloff Aaron
✚
|
114.0 M | |
|
Point B Planning LLC
✚
|
NY | 113.9 M |
|
Financial Planning First LLC
✚
|
AZ | 113.9 M |