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Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-31
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2025 → Present
    Goldman Sachs & Co.
    Austin, TX
  • 07/2021 → 06/2025
    Goldman Sachs & Co.
    Dallas, TX
  • 05/2018 → 07/2021
    Family Lifeline
    Richmond, VA
  • 10/2017 → 05/2018
    Venture Construction Group Of Florida
    Stuart, FL
  • 02/2017 → 10/2017
    Tampa Bay Rays
    St. Petersburg, FL
  • 10/2016 → 02/2017
    The Foundry Golf Club
    Powhatan, VA
  • 02/2016 → 10/2016
    Los Angeles Dodgers
    Oklahoma City, OK
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-24
  • S66 Uniform Combined State Law Examination
    2025-07-24

View on SEC IAPD

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