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Goldstein Advisors, LLC

Goldstein Advisors, LLC. CRD 323125

Goldstein Advisors, LLC logo

CRD: 323125

Goldstein Advisors, LLC

Madison, WI, 53717
6088313230
goldsteinadvisors.com
$1.1B Total AUM
$1.1B Disc. AUM
-- 3Y CAGR
19 Employees
1,092 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Radial horizonVital meridian
Established Date
09-26-2022
Office Locations
1

Office Locations

1241 John Q Hammons DR Suite 302 Madison WI

About Goldstein Advisors, LLC

Goldstein Advisors is a Madison, WI RIA serving southern Wisconsin families, rising professionals, and business owners with comprehensive financial planning and coordinated wealth management, including tax and business-planning strategies. The team emphasizes a disciplined, goals-first process and portfolio construction that can incorporate mutual funds and ETFs. Custody includes Charles Schwab.

Team overview

43 AVG AGE
$107.9M AVG AUM / ADVISOR
$988.4K AVG AUM / CLIENT
2.6 yrs AVG TENURE
19 Employees
10 Advisory Reps
10 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Legacy pioneer

Client Personas

Insight ember Signal peak

Custodian

Legacy element Crest Meridian radial

Investment Themes

Foundation zenith

Investment Vehicles

Summit

Platform

Frontier peak

Services

Focus wave Crest Vertex Radial foundation Element North

Technology

Alpha Matrix alpha

Owner & Executives

JON DAVID GOLDSTEIN

JON DAVID GOLDSTEIN

Advisor, FINANCIAL PLANNER, PARTNER

CRD
#2462505
Ownership
Less than 5%
(507) 955-2286
matrix.alpha@momentumcapital.com
in linkedin.com/in/capital-momentum
Andrew T Peters

Andrew T Peters

Chief Compliance Officer, FINANCIAL PLANNER, Partner

CRD
#6731901
Ownership
Less than 5%
(477) 335-2343
frontier.capital@timbercapital.com
in linkedin.com/in/signal-beacon

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Contacts

J

Jonathan Gausewitz

Advisor

CRD
#5302057
(953) 558-3616
peak.frontier@capitalcapital.com
in linkedin.com/in/insight-bridge
B

Bailey Edward Greene

--

CRD
#8100987
(795) 344-3456
focus.vital@eaglecapital.com
in linkedin.com/in/summit-matrix
E

Ember oak

Vertex foundation horizon

CRD
#34848
(762) 330-3365
frontier.prime@northcapital.com
in linkedin.com/in/pioneer-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-25-2023
10-21-2024
10-23-2025
02-12-2026
Category Assets AVG. Account size
Discretionary $1,079,309,444 $265,187
Non-Discretionary $0 --
Total $1,079,309,444 $265,187

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Separately Managed Accounts

Total SMA Asset: $1,079,309,444

$1.1B Total SMA
Public Funds:
31.5%
Equity - Exchange:
14.9%
Cash:
8.5%
Municipal Bonds:
20.3%
U.S. Government/Agency:
24.8%
Asset class Assets Assets %
Public Funds $1,692,667,761 31.5%
Equity - Exchange $800,658,719 14.9%
Cash $456,751,618 8.5%
Municipal Bonds $1,090,830,335 20.3%
U.S. Government/Agency $1,332,640,015 24.8%
Total $5,373,548,448 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
WAVE EMBER HORIZON GLACIER CAPITAL 5S4CEGEK3 LJJ 9.30% $9,371,507
VITAL SUMMIT VALUE VECTOR SL0V6DSR3 NLAG 7.68% $37,944,785
VECTOR INSIGHT TIMBER FOCUS K0R0DUHO9 ILGBY 0.69% $80,663,638
NORTH CREST EMBER FOUNDATION RN9SD5M8X UFRSC 6.04% $95,421,985
LEGACY PIONEER PATHWAY INSIGHT UNISON 37B1MTX3Z NNSM 12.07% $96,672,081
VERTEX CATALYST EMBER SUMMIT L91B432N9 MCS 11.20% $66,072,647
FOUNDATION CATALYST FUSION OPTIMA KUDUPDANY TNDN 8.56% $111,617,313
HARBOR MOMENTUM PEAK ALPHA SMRY4KL1I QNFP 4.57% $4,997,818

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