Gould Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Claremont, CA. Its latest Form ADV filing, dated April 16, 2026, reports $1.0B in regulatory assets under management, 15 employees, and 644 accounts.
Assets Under Management
$1.0B
Employees
15
Offices
--
Total Clients
363
Primary office
CLAREMONT, CA
341 WEST FIRST STREET, SUITE 200, CLAREMONT, CA, United States
Top client segmentHNWI represent 63.1% of total clients.
Top client categories% of clientsClients
1
HNWI
63.1%
229
2
Individuals
33.1%
120
3
Charitable
3.9%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of April 16, 2026
Discretionary96.2%
$995M
96% of total RAUM96.2%
Non-discretionary3.8%
$39M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts644
10Y AUM Change+$531M (+105.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee24:1
10Y Employee Change+7 (+87.5%)
* 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.