Joshua Samuel Goldin

Employer firm

Matter Family Office CRD 106806

$3.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Educational seminars
• CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 05/2020
  University Of Colorado
  Boulder, CO
• 06/2018 → 09/2018
  Iwp Wealth Management
  Cherry Creek, CO
• 06/2019 → 09/2019
  Morgan Stanley
  Greenwood Village, CO
• 08/2020 → 04/2021
  Raymond James And Associates, Inc.
  Denver, CO
• 04/2021 → 08/2023
  Focused Alpha, Llc/Dba Goldin Wealth Management
  Denver, CO
• 09/2023 → 05/2026
  Iwp Wealth Management Llc
  Denver, CO
• 01/2026 → Present
  Matter Llc
  Denver, CO

Previous Registrations

• 2023-09-18 → 2026-07-08
  Iwp Wealth Management Llc
  Denver, CO
• 2021-04-12 → 2023-08-31
  Focused Alpha, Llc
  Greenwood Village, CO
• 2020-12-09 → 2021-04-13
  Raymond James & Associates, Inc.
  Denver, CO

Other Businesses

Focused Alpha/Goldin Wealth Management 1401 Lawrence Street Denver, CO 80202 financial and investment advisory Consultant March 2021 5-10 0-1 consult on business operations and process

Exams

• S66 Uniform Combined State Law Examination
  2020-11-25

Other Names

• Joshua Goldin