Shivansh Waleacha
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Dec 2024 to now
- Goldman SachsOct 2024 to now
- UnemployedMay 2024 to Oct 2024
- Pennsylvania State UniversityAug 2023 to May 2024
- Saxbys CoffeeAug 2023 to Oct 2023
- Ernst and YoungMay 2023 to Jul 2023
- Signature WealthSep 2022 to Apr 2023
- Point Park UniversityMay 2021 to Apr 2023
- Culinart GroupNov 2019 to Oct 2021
- UnemployedOct 2014 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7613868
- Firm CRD
- 106693