J
CRD: 307782
J.m. Goldberg Wealth Management LLC
NEW York, NY
9145003525
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2020
- Office Locations
- 1
Office Locations
-- NEW York NY
About J.m. Goldberg Wealth Management LLC
J.m. Goldberg Wealth Management LLC is a NEW York-based RIA. The firm has been operating for 6 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and LPL Financial. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$298.5K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Matrix
Investment Vehicles
Alpha delta
Services
Focus Eagle Prime pathway Glacier
Owner & Executives
J
JOSHUA MATTHEW GOLDBERG
Wealth Advisor
- CRD
- --
- Ownership
- 75% or more
(908) 562-8870
atlas.quantum@atlascapital.com
in linkedin.com/in/radial-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,477,782 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,477,782 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,477,782
Equity - Exchange:
15.7% Cash:
16.8% Municipal Bonds:
9.4% U.S. Government/Agency:
21.2% Derivatives:
36.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,305,334,427 | 15.7% |
| Cash | $1,396,790,979 | 16.8% |
| Municipal Bonds | $781,537,810 | 9.4% |
| U.S. Government/Agency | $1,762,617,188 | 21.2% |
| Derivatives | $3,067,951,613 | 36.9% |
| Total | $8,314,232,017 | 100.0% |