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Alex Partalala

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 8219710

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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 2026-08-13
  • CA RA
    APPROVED
    Since 2026-08-13

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
World Vision International Monrovia CA 06/2025 12/2025
First Foundation Bank Inc Westminster CA 10/2024 02/2025
Olive Crest Santa Ana CA 05/2023 09/2024
Unemployment Fulllerton CA 12/2022 04/2023
Biola University La Mirada CA 08/2022 12/2022
Samaritan's Purse Boone NC 05/2022 08/2022
Biola University La Mirada CA 08/2020 05/2022
Biola University La Mirada CA 08/2020 12/2022
Grace Mission University Fullerton CA 08/2019 07/2020
Africa International University Karen, Nairobi 08/2017 07/2019
Community Service - Bygrace Children's Home Ngong 12/2016 07/2017
High School Ngong 01/2013 12/2016
Unemployment Westminster CA 03/2025 05/2025
  • 02/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 06/2025 → 12/2025
    World Vision International
    Monrovia, CA
  • 10/2024 → 02/2025
    First Foundation Bank Inc
    Westminster, CA
  • 05/2023 → 09/2024
    Olive Crest
    Santa Ana, CA
  • 12/2022 → 04/2023
    Unemployment
    Fulllerton, CA
  • 08/2022 → 12/2022
    Biola University
    La Mirada, CA
  • 05/2022 → 08/2022
    Samaritan's Purse
    Boone, NC
  • 08/2020 → 05/2022
    Biola University
    La Mirada, CA
  • 08/2020 → 12/2022
    Biola University
    La Mirada, CA
  • 08/2019 → 07/2020
    Grace Mission University
    Fullerton, CA
  • 08/2017 → 07/2019
    Africa International University
    Karen, Nairobi
  • 12/2016 → 07/2017
    Community Service - Bygrace Children's Home
    Ngong
  • 01/2013 → 12/2016
    High School
    Ngong
  • 03/2025 → 05/2025
    Unemployment
    Westminster, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-12
S63 Uniform Securities Agent State Law Examination 2026-07-06
  • S66 Uniform Combined State Law Examination
    2026-08-12
  • S63 Uniform Securities Agent State Law Examination
    2026-07-06

View on SEC IAPD

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