Isha Menon
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.Oct 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- Uc IrvineSep 2024 to now
- Goldman Sachs & Co. LLCJun 2024 to Aug 2024
- PimcoJun 2023 to Aug 2023
- Uci MerageMay 2022 to May 2025
- Uci AccountingMay 2022 to Oct 2024
- Uc IrvineSep 2021 to Jun 2024
- Olive GardenJun 2021 to Aug 2021
- Pressed JuiceryFeb 2021 to Jun 2021
- Vista Del Lago High SchoolAug 2017 to May 2021
- Kumon Math & Reading CenterJan 2017 to Jan 2024
- Folsom Middle SchoolAug 2014 to May 2017
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
- 7941357
- Firm CRD
- 106693