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Sarah Manuela Locher

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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

11 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Oct 2025 to now
  2. Goldman SachsJul 2025 to now
  3. University of Southern CaliforniaAug 2024 to Jul 2025
  4. Goldman SachsMay 2024 to Aug 2024
  5. University of Southern CaliforniaAug 2023 to May 2024
  6. AmazonMay 2023 to Aug 2023
  7. University of Southern CaliforniaOct 2022 to May 2023
  8. HybrytecJan 2022 to May 2022
  9. VeronDec 2021 to Oct 2022
  10. University of Southern CaliforniaAug 2021 to Dec 2021
  11. Umbrex ConsultingMay 2021 to Aug 2021
  12. UnemployedJul 2015 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7941188
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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