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Amelia Rae Abels

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
22 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

22 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Sep 2026 to now
  2. Goldman Sachs & Co. LLCJul 2026 to now
  3. UnemployedMay 2026 to Jul 2026
  4. Goldman Sachs & Co. LLCJun 2025 to Aug 2025
  5. Snohomish BakeryMay 2025 to Jun 2026
  6. Snohomish BakeryDec 2024 to Jan 2025
  7. City of MarysvilleJun 2024 to Aug 2024
  8. Snohomish BakeryJun 2024 to Aug 2024
  9. Salt CenterOct 2023 to May 2026
  10. StudentAug 2023 to Oct 2023
  11. Lululemon AthleticaMay 2023 to Aug 2023
  12. StudentJan 2023 to May 2023
  13. Lululemon AthleticaDec 2022 to Jan 2023
  14. StudentAug 2022 to Dec 2022
  15. Lululemon AthleticaJun 2022 to Aug 2022
  16. Lake Stevens School DistrictMay 2019 to Jun 2022
  17. UnemployedJun 2004 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
8117054
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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