GOLDSTEIN ADVISORS, LLC
CRD #323125 SEC #801-126612 MADISON, WI 608-831-3230
SEC Registered
Total AUM
$943.4M
Discretionary
$943.4M
Employees
19
Clients
251
Accounts
3,623
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $943.4M | $943.4M | $0 | 19 | 41 |
| Oct 2025 | $943.4M | $943.4M | $0 | 19 | 41 |
| Sep 2025 | $943.4M | $943.4M | $0 | 19 | 41 |
| Apr 2025 | $943.4M | $943.4M | $0 | 19 | 41 |
| Apr 2025 | $943.4M | $943.4M | $0 | 19 | 41 |
| Feb 2025 | $943.4M | $943.4M | $0 | 19 | 41 |
| Feb 2025 | $943.4M | $943.4M | $0 | 19 | 41 |
| Oct 2024 | $782.2M | $782.2M | $0 | 19 | 0 |
| Jul 2024 | $782.2M | $782.2M | $0 | 19 | 0 |
| Feb 2024 | $782.2M | $782.2M | $0 | 19 | 0 |
| Feb 2024 | $782.2M | $782.2M | $0 | 19 | 0 |
| Oct 2023 | $634.9M | $634.9M | $0 | 17 | 0 |
| Mar 2023 | $634.9M | $634.9M | $0 | 17 | 0 |
| Jan 2023 | $634.9M | $634.9M | $0 | 17 | 0 |
| Jan 2023 | $634.9M | $634.9M | $0 | 17 | 0 |
| Dec 2022 | $0 | $0 | $0 | 20 | 0 |
| Oct 2022 | $0 | $0 | $0 | 20 | 0 |
| Oct 2022 | $0 | $0 | $0 | 20 | 0 |
| Oct 2022 | $0 | $0 | $0 | 20 | 0 |
| Aug 2022 | $0 | $0 | $0 | 20 | 0 |
DateOct 2025
Total AUM$943.4M
Discretionary$943.4M
Non-Disc.$0
Employees19
Clients41
DateOct 2025
Total AUM$943.4M
Discretionary$943.4M
Non-Disc.$0
Employees19
Clients41
DateSep 2025
Total AUM$943.4M
Discretionary$943.4M
Non-Disc.$0
Employees19
Clients41
DateApr 2025
Total AUM$943.4M
Discretionary$943.4M
Non-Disc.$0
Employees19
Clients41
DateApr 2025
Total AUM$943.4M
Discretionary$943.4M
Non-Disc.$0
Employees19
Clients41
DateFeb 2025
Total AUM$943.4M
Discretionary$943.4M
Non-Disc.$0
Employees19
Clients41
DateFeb 2025
Total AUM$943.4M
Discretionary$943.4M
Non-Disc.$0
Employees19
Clients41
DateOct 2024
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees19
Clients0
DateJul 2024
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees19
Clients0
DateFeb 2024
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees19
Clients0
DateFeb 2024
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees19
Clients0
DateOct 2023
Total AUM$634.9M
Discretionary$634.9M
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$634.9M
Discretionary$634.9M
Non-Disc.$0
Employees17
Clients0
DateJan 2023
Total AUM$634.9M
Discretionary$634.9M
Non-Disc.$0
Employees17
Clients0
DateJan 2023
Total AUM$634.9M
Discretionary$634.9M
Non-Disc.$0
Employees17
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0