GOALBRIDGE WEALTH MANAGEMENT, LLC

CRD 285623

2800 E. ENTERPRISE AVE, SUITE 201, APPLETON, WI, 54913, United States

Phone

(920) 750-7262

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$70.0M

Discretionary AUM

$63.0M

Team

2 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)

Type	Clients	AUM
Individuals	96	$17.0M
High net worth individuals	21	$46.0M
Pension/profit sharing plans	2	$7.0M

Official SEC filing: View on IAPD