GOLDSTEIN ADVISORS, LLC

CRD #323125 SEC #801-126612 MADISON, WI 608-831-3230

SEC Registered

Total AUM

$943.4M

Discretionary

$943.4M

Employees

Clients

251

Accounts

3,623

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 16, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
GOLDSTEIN, JON, DAVID	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
GOLDSTEIN, JON, DAVID	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
GOLDSTEIN, JON, DAVID	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
GOLDSTEIN, JON, DAVID	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
GOLDSTEIN, JON, DAVID	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
GOLDSTEIN, JON, DAVID	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
GOLDSTEIN, JON, DAVID	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
GOLDSTEIN, JON, DAVID	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
GOLDSTEIN, JON, DAVID	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
GOLDSTEIN, JON, DAVID	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ PARTNER	NA	Control
GOLDSTEIN, JON, DAVID	I	PARTNER & FINANCIAL PLANNER	NA	Control
GOLDSTEIN, JON, DAVID	I	PARTNER & FINANCIAL PLANNER	NA	Control
GOLDSTEIN, JON, DAVID	I	PARTNER & FINANCIAL PLANNER	NA	Control
GOLDSTEIN, JON, DAVID	I	PARTNER & FINANCIAL PLANNER	NA	Control
GOLDSTEIN, JON, DAVID	I	PARTNER & FINANCIAL PLANNER	NA	Control
GOLDSTEIN, JON, DAVID	I	PARTNER & FINANCIAL PLANNER	NA	Control
GOLDSTEIN, JON, DAVID	I	PARTNER & FINANCIAL PLANNER	NA	Control
GOLDSTEIN, JON, DAVID	I	PARTNER & FINANCIAL PLANNER	NA	Control
GOLDSTEIN, JON, DAVID	I	PARTNER & FINANCIAL PLANNER	NA	Control
GOLDSTEIN, JON, DAVID	I	PARTNER & FINANCIAL PLANNER	NA	Control
Peters, Andrew, T	I	CHIEF FINANCIAL OFFICER/PARTNER	NA	Control
Peters, Andrew, T	I	CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER	NA	Control
Peters, Andrew, T	I	CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER	NA	Control
Peters, Andrew, T	I	CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER	NA	Control
Peters, Andrew, T	I	CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER	NA	Control
Peters, Andrew, T	I	CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER	NA	Control
Peters, Andrew, T	I	CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER	NA	Control
Peters, Andrew, T	I	CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER	NA	Control
Peters, Andrew, T	I	CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER	NA	Control
Peters, Andrew, T	I	CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER	NA	Control
Peters, Andrew, T	I	CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER	NA	Control
Peters, Andrew, Thomas	I	CHIEF FINANCIAL OFFICER	NA	Control
Peters, Andrew, Thomas	I	CHIEF FINANCIAL OFFICER	NA	Control
Peters, Andrew, Thomas	I	CHIEF FINANCIAL OFFICER	NA	Control
Peters, Andrew, Thomas	I	CHIEF FINANCIAL OFFICER	NA	Control
Peters, Andrew, Thomas	I	CHIEF FINANCIAL OFFICER	NA	Control
Peters, Andrew, Thomas	I	CHIEF FINANCIAL OFFICER	NA	Control
Peters, Andrew, Thomas	I	CHIEF FINANCIAL OFFICER	NA	Control
Peters, Andrew, Thomas	I	CHIEF FINANCIAL OFFICER	NA	Control
Peters, Andrew, Thomas	I	CHIEF FINANCIAL OFFICER	NA	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
GOLDSTEIN PARTNERS, LLC	DE	MEMBER	E	Control
VOYOS DEVELOPMENT GROUP, LLC	DE	MEMBER	E	Control
VOYOS DEVELOPMENT GROUP, LLC	DE	MEMBER	E	Control
VOYOS DEVELOPMENT GROUP, LLC	DE	MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING L.P	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING L.P	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING L.P	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING L.P	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING L.P	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING L.P	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING L.P	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING L.P	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING L.P	F	Control
VOYOS DEVELOPMENT GROUP, LLC	DE	GOLDSTEIN PARTNERS, LLC	F	Control
GOLDSTEIN, JON, DAVID	I	VOYOS DEVELOPMENT GROUP, LLC	E	Control
GOLDSTEIN, JON, DAVID	I	VOYOS DEVELOPMENT GROUP, LLC	E	Control
GOLDSTEIN, JON, DAVID	I	VOYOS DEVELOPMENT GROUP, LLC	E	Control
GOLDSTEIN, JON, DAVID	I	VOYOS DEVELOPMENT GROUP, LLC	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	DE	KESTRA FINANCIAL, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	DE	KESTRA FINANCIAL, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	DE	KESTRA FINANCIAL, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	DE	KESTRA FINANCIAL, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	DE	KESTRA FINANCIAL, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	DE	KESTRA FINANCIAL, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	DE	KESTRA FINANCIAL, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	DE	KESTRA FINANCIAL, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC. D/B/A KESTRA HOLDINGS	DE	KESTRA FINANCIAL, INC.	E	Control
KESTRA FINANCIAL, INC.	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC.	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC.	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC.	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC.	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC.	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC.	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC.	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC.	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING L.P	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING L.P	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING L.P	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING L.P	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING L.P	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING L.P	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING L.P	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING L.P	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING L.P	DE	KINGFISHER HOLDING A, INC.	E	Control
OAK HILL CAPITAL PARTNERSVI (TE 892), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITAL PARTNERSVI (TE 892), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITAL PARTNERSVI (TE 892), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITAL PARTNERSVI (TE 892), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITAL PARTNERSVI (TE 892), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITAL PARTNERSVI (TE 892), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITLA PARTNERS VI (ONSHORE), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITLA PARTNERS VI (ONSHORE), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITLA PARTNERS VI (ONSHORE), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITLA PARTNERS VI (ONSHORE), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITLA PARTNERS VI (ONSHORE), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITLA PARTNERS VI (ONSHORE), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OHCP VI ENZO AGGREGATOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
OHCP VI ENZO AGGREGATOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
OHCP VI ENZO AGGREGATOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
OHCP VI ENZO AGGREGATOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
OHCP VI ENZO AGGREGATOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
OHCP VI ENZO AGGREGATOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING L.P	C	Control

Registrations

Federal

Oct 16, 2025 REGISTERED

Notice Filings (15)

AZ CA CO FL IL LA MN NC NH NV NY TX VA WA WI

Address

1241 JOHN Q HAMMONS DR
SUITE 302
MADISON, WI 53717
United States

Phone: 608-831-3230