RIA Intel›Advisers›GOALFUSION WEALTH MANAGEMENT, LLC

GOALFUSION WEALTH MANAGEMENT, LLC

Advisory

N·

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$238M
1-Year AUM Growth
+27.1%
3-Year CAGR
+14.9%
Employees
3
Assets Under Management
Total AUM$238M
Discretionary AUM$238M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients300
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record21
First FilingJun 17, 2020
Latest FilingMar 2, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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