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Joseph William Goetz

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC·ATHENS, Georgia
Series 65Clean record14 years registeredELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
687 S MILLEDGE AVE, ATHENS, GA 30605CRD# 5837624Firm CRD# 154839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph William Goetz · ATHENS, GA
Registration
CRD #5837624 · ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

ELWOOD & GOETZ
Nov 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 15, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
CRD 154839 · SEC 801-109935
AUM
$682M
Regulatory assets under management
Employees
19
2,740 client accounts
Services offered by ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC →
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05

Frequently Asked Questions

What services does Joseph William Goetz offer?
Joseph William Goetz specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.
What are Joseph William Goetz's credentials?
Joseph William Goetz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph William Goetz located?
Joseph William Goetz is based in ATHENS, Georgia, working with ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Joseph William Goetz charge for services?
Joseph William Goetz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC?
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC has approximately 19 employees and manages $682M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

Alden Mergenthal Shmerling
ATHENS, GA
Lindsay Shae Elwood
ATHENS, GA
Aysha Nicole Babb Ballis
ATHENS, GA
Benjamin Isaac Jacobs-Nichelson
ATHENS, GA

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