AUMdb

Goldstandard Wealth Private Limited

SEC-registered Wealth Manager · Boutique (under $100M) CRD 339199 · SEC file 801-135443 · Mumbai · www.thegoldstandard.in
☆ Save with Pro ADV data as of May 07, 2026
Regulatory AUM
$64.6M
Discretionary
$64.6M
Clients
39
Avg AUM / client
$1.7M
Accounts
38
Employees
29

AUM over time

$61.8M $64.6M
Jan 28, 2026 May 7, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of May 07, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 34 $48.4M 74.9%
Corporations and other businesses 5 $16.2M 25.1%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/07/2026 896 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
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.

View current Form ADV (SEC/IAPD) ↗