Luke Frederick Walling
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
14 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
14 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2023 to now
- Goldman SachsJul 2023 to now
- Wake ForestAug 2022 to May 2023
- Goldman SachsJun 2022 to Aug 2022
- Wake ForestAug 2021 to Jun 2022
- Emerald AssetsJun 2021 to Aug 2021
- Wake ForestAug 2020 to Jun 2021
- Emerald AssetsJun 2020 to Aug 2020
- Wake ForestAug 2019 to May 2020
- Angelo's Soccer CornerJun 2019 to Aug 2019
- Lancaster Country Day SchoolAug 2018 to Jun 2019
- Angelo's Soccer CornerJun 2018 to Aug 2018
- Lancaster Country DayAug 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7583222
- Firm CRD
- 106693