This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC · John Hancock
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-30-2017
- Office Locations
- 1
Office Locations
About Goldman Wealth Management
Goldman Wealth Management is an Encinitas, CA RIA led by CFP Sheldon Goldman, focused on helping individuals and couples retire and stay successfully retired. The firm delivers comprehensive financial and tax planning (cash flow, insurance, estate planning guidance) paired with ongoing portfolio allocation, tax-efficient investing, and disciplined rebalancing to manage volatility. Custody includes Charles Schwab. Goldman also teaches business and investing courses.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
SHELDON MICHAEL GOLDMAN
Chief Compliance Officer, Managing Member, Owner, Wealth Advisor
- CRD
- #2437093
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,967,372 | $714,092 |
| Non-Discretionary | $0 | -- |
| Total | $119,967,372 | $714,092 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $119,967,372
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $441,046,804 | 9.0% |
| Other | $1,230,030,531 | 25.1% |
| Municipal Bonds | $1,612,271,094 | 32.9% |
| Cash | $1,617,171,613 | 33.0% |
| Total | $4,900,520,042 | 100.0% |