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GOLDMAN SACHS WEALTH SERVICES, L.P.
CRD 106693File 801-48238
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$31.69B
Top 10% of cohort (national)
Discretionary AUM
$31.69B
Clients
115,464
36,184 accounts
Employees
1,923
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 9, 1994
- Principal office
- 100 COLISEUM DRIVE, COHOES, NY, 12047
- Phone
- 518-886-4000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $31.69B
- Discretionary AUM
- $31.69B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 36,184
- Non-discretionary accounts
- 0
- Total accounts
- 36,184
- AUM per client
- $274K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 30 | $107.2M |
| Charitable organizations | 75 | $902.0M |
| High net worth individuals | 38,800 | $24.82B |
| Pension and profit sharing plans | 9 | $6.9M |
| Individuals (other than high net worth individuals) | 76,550 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11F
- Q11B1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 117,699 | 115,464 | decreased by2,235 |
| Apr 1, 2026 | Employees | 1,809 | 1,923 | increased by114 |
| Apr 1, 2026 | Clients | 121,236 | 117,699 | decreased by3,537 |
| Apr 1, 2026 | AUM | $25,958,285,000 | $31,688,347,042 | increased by$5,730,062,042 |
| Apr 1, 2026 | Accounts | 33,477 | 36,184 | increased by2,707 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,784 | 1,809 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 176,161 | 121,236 | decreased by54,925 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $31,818,678,575 | $25,958,285,000 | decreased by$5,860,393,575 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 64,043 | 33,477 | decreased by30,566 |
| Apr 1, 2022 | Employees | 1,343 | 1,784 | increased by441 |
| Apr 1, 2022 | Clients | 138,136 | 176,161 | increased by38,025 |
| Apr 1, 2022 | AUM | $15,145,814,918 | $31,818,678,575 | increased by$16,672,863,657 |
| Apr 1, 2022 | Accounts | 20,608 | 64,043 | increased by43,435 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GOLDMAN SACHS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GOLDMAN SACHS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.