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Goldman Sachs Wealth Services, L.p. CRD 106693
$31.7B regulatory AUM 89,850 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-31 |
Branch Locations
4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • United States
401 South 1St Street Suite 1325, Austin, TX 78704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | Austin | TX | 06/2025 | Present |
| Goldman Sachs & Co. | Dallas | TX | 07/2021 | 06/2025 |
| Family Lifeline | Richmond | VA | 05/2018 | 07/2021 |
| Venture Construction Group Of Florida | Stuart | FL | 10/2017 | 05/2018 |
| Tampa Bay Rays | St. Petersburg | FL | 02/2017 | 10/2017 |
| The Foundry Golf Club | Powhatan | VA | 10/2016 | 02/2017 |
| Los Angeles Dodgers | Oklahoma City | OK | 02/2016 | 10/2016 |
(1) Part-time high school basketball referee in Central Texas. Organization is not primarily engaged in investment-related activity. Start Date: December 2nd, 2024. Three hours per week. Duties include refereeing games on weekends. (2) Owner of 3500 Lafayette Ave, Austin, TX 78722, a residential real estate investment property. Organization is not primarily engaged in investment-related activity. Start Date: November 01, 2025. One hour per month. Duties include the general management of the property. (3) Assistant Coach with the British Baseball Federation, a non-profit baseball organization. Organization operates out of The United Kingdom. Organization is not primarily engaged in investment-related activity. Start Date: March 01, 2026. Duties include serving as a pitching coach for the under 18 baseball team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
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