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Julianna Grace Crang

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Oct 2021 to now
  2. Goldman Sachs & Co. LLCJun 2021 to now
  3. EvereveSep 2019 to Apr 2020
  4. Imos PizzaJun 2019 to Jun 2020
  5. Merrill LynchJan 2019 to May 2019
  6. Kathy Weinstein PhotographyMar 2018 to Oct 2019
  7. Lake Forest CollegeJan 2018 to May 2021
  8. IupuiAug 2017 to Dec 2017
  9. The Lodge of Des PeresJun 2015 to Feb 2017
  10. Whitfield SchoolAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (IL).

Goldman Sachs Wealth Services, L.P.

$31.7BAssets managed
117,699Clients
1,142Advisers
31 yearsIn 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
7060190
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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