Goldman Sachs Wealth Services, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Cohoes, NY. Its latest Form ADV filing, dated March 31, 2026, reports $31.7B in regulatory assets under management, 1,923 employees, 23 offices, and 36,184 accounts.
Top client segmentIndividuals represent 65.0% of total clients.
Top client categories% of clientsClients
1
Individuals
65.0%
76,550
2
HNWI
33.0%
38,800
3
VARIOUS
1.9%
2,235
4
Charitable
0.1%
75
Additional categories (<0.1%)
Corporations30 clients
Pension Plans9 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$31.7Bas of May 5, 2026
Discretionary100.0%
$31.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$31.7B
Total Accounts36,184
10Y AUM Change+$2.2B (+7.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,923
Clients per Employee61:1
10Y Employee Change+661 (+52.4%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.