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- Custodian
- BNY Mellon · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-09-1994
- Office Locations
- 61
Office Locations
About Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. is a Cohoes-based RIA with 61 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.
Reported data analysis
What the numbers show
Between July 1, 2025 and June 15, 2026, reported AUM increased 22.1%, from $26.0B to $31.7B.
Across 5 reported observations, AUM decreased 0.4% between November 16, 2022 and June 15, 2026, from $31.8B to $31.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1,134 advisory representatives and 207,549 clients, or 183 clients per representative. That equates to $152.7K in reported AUM per client.
The profile lists 61 reported office locations and 31 years in operation. The source data was last updated on June 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Goldman Sachs Wealth Services, L.p. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Sarah MORGAN Feith
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #7194514
- Ownership
- Less than 5%
KYLE T KINOWSKI
VICE PRESIDENT
- CRD
- #4277862
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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JOSEPH ABED EL LATIF
Vice President
- CRD
- #6091481
Callum Peter Abernethy
--
- CRD
- #8070431
Showing 2 of 1089 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,688,347,042 | $875,756 |
| Non-Discretionary | $0 | -- |
| Total | $31,688,347,042 | $875,756 |
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Separately Managed Accounts
SMA allocation detail is available
Goldman Sachs Wealth Services, L.p. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Goldman Sachs Wealth Services, L.p.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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