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- Custodian
- Bank OF America · Charles Schwab & Company · Citibank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-07-2014
- Office Locations
- 1
Office Locations
About Goldfarb Wealth Advisors
Goldfarb Wealth Advisors is a Charlotte, NC fiduciary RIA offering financial and investment planning, including estate and insurance planning. The firm builds individualized portfolios aligned to each client’s risk/reward profile, emphasizing low-cost implementation and research-driven asset allocation and risk management. Uses mutual funds and ETFs, including Dimensional strategies, and custodies with Charles Schwab.
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Owner & Executives
DANA BRIAN GOLDFARB
Chief Compliance Officer, President, Vice President
- CRD
- #6291977
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,028,361 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,028,361 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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