GOODSTEIN WEALTH MANAGEMENT LLC
CRD #282910 SEC #801-127449 ENCINO, CA 818-995-3500
SEC Registered
Total AUM
$97.9M
Discretionary
$97.9M
Employees
2
Clients
25
Accounts
263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $97.9M | $97.9M | $0 | 2 | 5 |
| Feb 2025 | $97.9M | $97.9M | $0 | 3 | 5 |
| Oct 2024 | $99.3M | $99.3M | $0 | 3 | 11 |
| Oct 2024 | $99.3M | $99.3M | $0 | 2 | 11 |
| Aug 2024 | $128.8M | $128.8M | $0 | 2 | 11 |
| Jul 2024 | $128.8M | $128.8M | $0 | 3 | 11 |
| Feb 2024 | $128.8M | $128.8M | $0 | 2 | 11 |
| Jun 2023 | $100.6M | $100.6M | $0 | 2 | 4 |
| Apr 2023 | $100.6M | $100.6M | $0 | 2 | 4 |
| Mar 2023 | $100.6M | $100.6M | $0 | 2 | 4 |
| Feb 2023 | $100.6M | $100.6M | $0 | 2 | 4 |
DateAug 2025
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees2
Clients5
DateFeb 2025
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees3
Clients5
DateOct 2024
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees3
Clients11
DateOct 2024
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees2
Clients11
DateAug 2024
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees2
Clients11
DateJul 2024
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees3
Clients11
DateFeb 2024
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees2
Clients11
DateJun 2023
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees2
Clients4
DateApr 2023
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees2
Clients4
DateMar 2023
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees2
Clients4
DateFeb 2023
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees2
Clients4