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Haleh Homeh Behbahani

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 8219092

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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
CA RA APPROVED 2026-06-11
  • CA RA
    APPROVED
    Since 2026-06-11

Branch Locations

4000 Macarthur Blvd 10Th Floor , Newport Beach, CA 92660 • 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. Llc New York NY 02/2026 Present
George Washington University Newport Beach CA 09/2019 10/2022
George Washington University Newport Beach CA 10/2022 10/2025
Resort At Pelican Hill Newport Coast CA 02/2018 09/2019
Fashion Island Hotel Newport Beach CA 07/2016 02/2018
Unemployed Irvine CA 10/2025 02/2026
Fedex Office Newport Beach CA 05/2013 12/2017
  • 02/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 09/2019 → 10/2022
    George Washington University
    Newport Beach, CA
  • 10/2022 → 10/2025
    George Washington University
    Newport Beach, CA
  • 02/2018 → 09/2019
    Resort At Pelican Hill
    Newport Coast, CA
  • 07/2016 → 02/2018
    Fashion Island Hotel
    Newport Beach, CA
  • 10/2025 → 02/2026
    Unemployed
    Irvine, CA
  • 05/2013 → 12/2017
    Fedex Office
    Newport Beach, CA
Other Businesses

Caregiver with In Home Supportive Services Orange County Public Authority, a healthcare program. Organization operates out of Orange County, CA. Organization is not primarily engaged in investment-related activity. Start Date: October 1, 2024. Twenty hours per week. Duties include providing care for family members.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-10
  • S66 Uniform Combined State Law Examination
    2026-06-10

View on SEC IAPD

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