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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-04 |
Branch Locations
4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 03/2026 | Present |
| Elevate Oc | Santa Ana | CA | 08/2025 | 10/2025 |
| N/A | Mcminnville | OR | 10/2025 | 03/2026 |
| San Diego State University | San Diego | CA | 11/2022 | 07/2025 |
| A-Dec | Newberg | OR | 05/2022 | 08/2022 |
| N/A | San Diego | CA | 08/2022 | 11/2022 |
| N/A | Mcminnville | OR | 03/2016 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-02 |
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