SourcingSourcing

GOLDSTEIN ADVISORS, LLC

C44
CRD 323125·SEC 801-126612·MADISON, WI
AUM
$1.08B
$1B+
Est. Revenue
$10.8M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GOLDSTEIN ADVISORS, LLC
CRD
323125
SEC file #
801-126612
EIN
883791278
DBA names
—

Economics

AUM
$1.08B
AUM band
$1B+
AUM trajectory
'25'26
$943.4M → $1.08B▲ +14%
Client mix
Individuals Other735
Individuals High Net Worth334
Pension Profit Sharing Plans1

Operations

Employees (total)
19
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'23'26
8 advisors → 10 advisors▲ +25%
Primary office
MADISON WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
facebook.com/goldsteinadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLUESPRING WEALTH PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BLUESPRING WEALTH PARTNERS, LLC
GOLDSTEIN, JON, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
52,856
Form 5500 Compensation Trajectory 3y
202552,856
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
52,856
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001963807
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-03
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001172661-26-001553

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1241 JOHN Q HAMMONS DRSTE 302MADISON, WI 53717
Business
1241 JOHN Q HAMMONS DRSTE 302MADISON, WI 53717
Edgar EIN
883791278
Edgar Recent Filings
13F-HR2026-04-28 · 0001172661-26-001553
13F-HR2026-02-10 · 0001172661-26-000596
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (10)

10
Peters, Andrew, T
IAR · Executive Officer · 2.5%
6731901
GOLDSTEIN, JON, DAVID
IAR · Executive Officer · 2.5%
2462505
Joseph James Greene
IAR
7272232
Jack Francis Van Dyke
IAR
7750167
LISA A SPADONI
IAR
5667912
KYLE DAVID KERKENBUSH
IAR
5390174
ADAM RYAN PETERS
IAR
5044268
Adam Riely Hanewall
IAR
7820524
Jonathan Gausewitz
IAR
5302057
AMANDA MARIE GAUSEWITZ
IAR
4868750