GOLDMAN WEALTH MANAGEMENT

Legal name: GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLC

CRD 290153File 801-136236

APPROVED

Retail clients

Custody

Filing as of Apr 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$120.0M

Bottom 25% of cohort (national)

Discretionary AUM

$120.0M

Clients

101

168 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: May 8, 2026
Principal office: 12544 HIGH BLUFF DRIVE, SUITE 200, SAN DIEGO, CA, 92130
Phone: 858-361-3698
Website: HTTPS://WWW.FACEBOOK.COM/SHELDON.GOLDMANWM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $120.0M
Discretionary AUM: $120.0M
Non-discretionary AUM: $0
Discretionary accounts: 168
Non-discretionary accounts: 0
Total accounts: 168
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	37	$92.7M
Pension and profit sharing plans	6	$4.9M
Individuals (other than high net worth individuals)	58	$22.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.