G
$114.2M Total AUM
$114.2M Disc. AUM
-- 3Y CAGR
2 Employees
109 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-12-2016
- Office Locations
- 1
Office Locations
15760 Ventura Blvd., Suite 1520 Encino CA
About Goodstein Wealth Management LLC
Goodstein Wealth Management is an independent, fee-only RIA providing comprehensive financial planning and investment management as a fiduciary. The firm builds tailored strategies for individuals and families focused on wealth-building, retirement, and asset preservation. Portfolios commonly use ETFs and mutual funds alongside fixed income, and the practice custodies with Charles Schwab.
Team overview
65 AVG AGE
$57.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
6.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
A
ALAN RANDALL GOODSTEIN
Chief Compliance Officer
- CRD
- #2384297
- Ownership
- 75% or more
Available
Available
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Y
Yevgeniy Yakovlevi Oktyabrskiy
--
- CRD
- #7962861
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,199,021 | $415,269 |
| Non-Discretionary | $0 | -- |
| Total | $114,199,021 | $415,269 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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