Overview
Assets Under Management: $199 million
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
GOALFUSION WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309756), GOALFUSION WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GOALFUSION WEALTH MANAGEMENT, LLC serves 51 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, GOALFUSION WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
GOALFUSION WEALTH MANAGEMENT, LLC manages $199 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, GOALFUSION WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 908
Discretionary Accounts: 908
Regulatory Filings
CRD Number: 309756
Last Filing Date: 2025-02-05 00:00:00
Website: https://goalfusion.com