Sheldon Michael Goldman
Investment adviser representative at Goldman Wealth Management
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$120MFirm assets
Are you Sheldon Michael Goldman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Goldman Wealth ManagementOct 2016 to now
- Steel Peak Wealth ManagementOct 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
Goldman Wealth Management
Legal name: Goldman Wealth Management & Associates, LLC
$120MAssets managed
101Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2437093
- Firm CRD
- 290153