Sophie Marie Kempf
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.
- Goldman Sachs Wealth Services, L.P.Mar 2025 to now
- Goldman Sachs AycoJan 2025 to now
- University of Southern CaliforniaAug 2021 to Dec 2024
- Farmers and Merchants Bank of Long BeachJun 2021 to Aug 2021
- University of Southern CaliforniaJul 2020 to Jun 2021
- Jserra Catholic High SchoolAug 2017 to Jun 2020
- Special Camp for Special KidsJun 2017 to Aug 2017
- Jserra Catholic High SchoolJan 2015 to Jun 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
- 8037207
- Firm CRD
- 106693