JG
J.M. Goldberg Wealth Management Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 307782
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ADV data as of May 12, 2020
- Regulatory AUM
- $4.5M
- Discretionary
- $4.5M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 8
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $4.5M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2020 | 921 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2020.
View current Form ADV (SEC/IAPD) ↗