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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 117699 | 115464 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.