Sheldon Goldman
Goldman Wealth Management · San Diego, California
Sheldon Goldman is a fee-only financial advisor at Goldman Wealth Management in San Diego, California, who holds the CFP credential. Sheldon focuses on retirement planning and small business owners. Goldman Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Sheldon →
Specialties
Who they serve
- Retirees
- Founders
Facts
| Firm | Goldman Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $120.0M across 168 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 2437093 |
| Exams passed | Series 63 (1994) · Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.goldmanwm.com |
| Profile |
How Sheldon's firm compares
- Goldman Wealth Management's average account is about $714,000, from its Form ADV (assets managed divided by 168 accounts).
Request an introduction to Sheldon
Tell Sheldon a little about what you're looking for. Sheldon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sheldon
Is Sheldon Goldman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sheldon holds no broker registration, and Goldman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sheldon charge for financial advice?
Sheldon's firm, Goldman Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sheldon Goldman based?
Sheldon Goldman is based in San Diego, California.
What does Sheldon specialize in?
Sheldon's specialties include retirement planning and small business owners. Sheldon works with retirees and founders.
What credentials does Sheldon Goldman hold?
Sheldon Goldman holds the CFP credential.
Is Sheldon Goldman registered with the SEC?
Yes. Sheldon Goldman is registered as an investment adviser representative in AZ, CA and TX (CRD 2437093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goldman Wealth Management manage?
Goldman Wealth Management reports $120.0M across 168 accounts in assets under management.
How do I contact Sheldon Goldman?
Through Sheldon's website, www.goldmanwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Goldman Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.