Goldstein Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated February 12, 2026, reports $1.1B in regulatory assets under management, 19 employees, and 4,070 accounts.
Assets Under Management
$1.1B
Employees
19
Offices
--
Total Clients
1,070
Primary office
MADISON, WI
1241 JOHN Q HAMMONS DR, SUITE 302, MADISON, WI, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.7% of total clients.
Top client categories% of clientsClients
1
Individuals
68.7%
735
2
HNWI
31.2%
334
3
Pension Plans
0.1%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 12, 2026
Discretionary100.0%
$1.1B
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$1.1B
Total Accounts4,070
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee56:1
10Y Employee Change-1 (-5.0%)
* 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.