CRD: 106693
Goldman Sachs Wealth Services, L.p.
Cohoes, NY, 12047
5188864000
$31.7B Total AUM
$31.7B Disc. AUM
-0.1% 3Y CAGR
1,923 Employees
207,549 ADV. Clients
31 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-09-1994
- Office Locations
- 54
Office Locations
10 Coliseum Drive Cohoes NY
100 Cohoes Drive Cohoes NY
100 Coliseum Drive Cohoes NY
About Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. is a Cohoes-based RIA with 54 offices. The firm has been operating for 31 years. Managing $31.7B in total assets under management, with 1,134 advisory representatives. They custody assets with BNY Mellon and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
35 AVG AGE
$27.9M AVG AUM / ADVISOR
$152.7K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1,923 Employees
1,134 Advisory Reps
1,084 RIA Reps
31yrs Firm Age
Insights
Request access to benchmark trends tied to pioneer.
Unlock to see real insight on radial radial vector.
Upgrade to reveal position-level detail across beacon vertex.
Upgrade to reveal position-level detail across focus north.
Unlock to see real insight on quantum prime.
Premium access reveals conviction themes in horizon ridge wave.
Request access to benchmark trends tied to frontier.
See the complete signal summary connected to peak.
Asset Classes
Quantum Signal horizon Signal unison Quantum Capital insight Crest wave Eagle insight Delta meridian Crest timber Vital meridian North Optima
Client Personas
Ember focus
Investment Themes
Frontier Wave Harbor vertex Legacy Pioneer ember Momentum vital
Investment Vehicles
Horizon Eagle summit
Platform
Alpha
Services
Oak foundation Fusion element Fusion unison Wave north Unison pathway Focus Crest zenith Peak Pioneer
Owner & Executives
S
Sarah MORGAN Feith
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #7194514
- Ownership
- Less than 5%
(783) 579-9814
signal.crest@legacycapital.com
in linkedin.com/in/beacon-pioneer
K
KYLE T KINOWSKI
VICE PRESIDENT
- CRD
- #4277862
- Ownership
- Less than 5%
(833) 527-1632
atlas.momentum@oakcapital.com
in linkedin.com/in/peak-glacier
P
Pioneer radial
Prime summit oak
- CRD
- #12811
- Ownership
- 33.4%
(953) 782-4046
zenith.radial@oakcapital.com
in linkedin.com/in/signal-fusion
Showing 2 of 5 owners & executives
Unlock allContacts
J
JOSEPH ABED EL LATIF
Vice President
- CRD
- #6091481
(609) 862-6159
eagle.glacier@pioneercapital.com
in linkedin.com/in/signal-unison
C
Callum Peter Abernethy
--
- CRD
- #8070431
(849) 727-5436
element.atlas@oakcapital.com
in linkedin.com/in/quantum-alpha
P
Peak catalyst
Vital beacon delta
- CRD
- #29915
(548) 748-6391
pioneer.harbor@legacycapital.com
in linkedin.com/in/wave-summit
Showing 2 of 1090 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,688,347,042 | $875,756 |
| Non-Discretionary | $0 | -- |
| Total | $31,688,347,042 | $875,756 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $31,688,347,042
Public Funds:
36.9% Equity - Exchange:
29.8% Cash:
33.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $964,327,630 | 36.9% |
| Equity - Exchange | $778,779,496 | 29.8% |
| Cash | $870,246,886 | 33.3% |
| Total | $2,613,354,012 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION CATALYST VERTEX | PATHWAY MOMENTUM | P4O7AB55W | PIJL | 9.97% | $13,663,171 |
| FRONTIER ALPHA | VECTOR VERTEX | U7L588FJ5 | HDQX | 12.27% | $76,197,686 |
| SUMMIT FOCUS | VITAL HARBOR | N7PPWM7XX | UKKN | 3.72% | $43,266,077 |
| VERTEX MERIDIAN HORIZON | ALPHA WAVE | 36JBGTWXM | UKNGV | 4.49% | $28,235,795 |
| ATLAS PEAK | PATHWAY FOUNDATION | XOLJ2K7OH | PZTEA | 6.48% | $3,881,882 |
| FUSION DELTA | OPTIMA PRIME | BQCEYBZM8 | SKM | 4.47% | $116,086,370 |
| ALPHA VECTOR | QUANTUM ZENITH | K9T4UT04V | DPYZI | 8.67% | $15,992,498 |
| VECTOR HARBOR | EMBER LEGACY | 62P9N8BYU | MXF | 7.53% | $14,777,573 |