Goodstein Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Encino, CA. Its latest Form ADV filing, dated March 16, 2026, reports $114M in regulatory assets under management, 2 employees, and 275 accounts.
Assets Under Management
$114M
Employees
2
Offices
--
Total Clients
101
Primary office
ENCINO, CA
15760 VENTURA BLVD., SUITE 1520, ENCINO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
54
2
HNWI
45.5%
46
3
Pension Plans
1.0%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$114Mas of March 16, 2026
Discretionary100.0%
$114M
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$114M
Total Accounts275
10Y AUM Change+$14M (+13.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee51:1
10Y Employee Change0 (0.0%)
* 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.