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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 | 2025-08-20 |
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 |
|---|---|---|---|---|
| American Income Life | New Berlin | WI | 10/2021 | 05/2022 |
| Hanson And Co Real Estate | West Bend | WI | 05/2018 | 04/2020 |
| Kewaskum High School | Kewaskum | WI | 08/2013 | 08/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2022 | 04/2023 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 05/2022 | 04/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2022 | 04/2023 |
| Centaurus Financial Inc. | Anaheim | CA | 07/2023 | 08/2025 |
| Northern Michigan University | Marquette | MI | 08/2017 | 10/2021 |
| Lueder Financial Group | Milwaukee | WI | 05/2022 | 04/2023 |
| Goldman Sachs & Co. Llc | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-05 |
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