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Owner/ Managing Member/ Chief Compliance Officer · Goldman Wealth Management

Sheldon M. Goldman

CRD 2437093 · Named on Form ADV at one SEC-registered adviser

At a glance

Goldman Wealth Management, an SEC-registered wealth manager based in SAN Diego, CA with $120 million in regulatory assets, lists Sheldon M. Goldman on its Form ADV as Owner/ Managing Member/ Chief Compliance Officer, a control person.

Firms and roles

  • Goldman Wealth ManagementOwner/ Managing Member/ Chief Compliance OfficerWealth manager · SAN Diego, CA · $120M in regulatory assets

AtlasMembers

Sheldon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sheldon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.