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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOODSTEIN, ALAN, RANDALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, ALAN, RANDALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, ALAN, RANDALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, ALAN, RANDALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, ALAN, RANDALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, ALAN, RANDALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, ALAN, RANDALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, ALAN, RANDALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, ALAN, RANDALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, ALAN, RANDALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, ALAN, RANDALL | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 20, 2025 REGISTERED
Notice Filings (6)
CA FL NH TN TX WA
Address
15760 VENTURA BLVD., SUITE 1520ENCINO, CA 91436
United States
Phone: 818-995-3500