Goodstein Wealth Management LLC
Goodstein Wealth Management LLC (CRD# 282910) is a financial advisory firm headquartered in Encino, CA. They manage $128,751,104 in 420 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Goodstein Wealth Management LLC
By the Numbers
-
Total Assets Under Management129MILLION
-
Total Number of Accounts420ACCOUNTS
-
Average Account Value$306,550
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, NH, TN, TX
Financial Advisors at Goodstein Wealth Management LLC
1
Alan Goodstein (CRD# 2384297) is an Investment Advisor Representative working at Goodstein Wealth Management LLC in Encino, CA and has over 30 years of experience in the finance industry.
2
Matthew Murawski (CRD# 6090282) is an Investment Advisor Representative working at Goodstein Wealth Management LLC in Encino, CA and has over 11 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.