RIA Intel›Advisers›Wisconsin›GOALBRIDGE WEALTH MANAGEMENT, LLC

GOALBRIDGE WEALTH MANAGEMENT, LLC

Advisory

APPLETON, WI

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in WI

#298

of 354 advisers by AUM

Average account

$260K

across 269 accounts

AUM per adviser

$35M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$70M

Discretionary AUM$63M

Non-Discretionary AUM$7M

Discretionary %90%

Total Clients119

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

119 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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