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GOALFUSION WEALTH MANAGEMENT

GOALFUSION WEALTH MANAGEMENT, LLC

CRD 309756 · SEC 801-120866

Visit website

CA, United States

Phone

512-593-6367

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$238.5M

Discretionary AUM

$238.5M

Team

5 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals243$99.0M
High net worth individuals59$138.8M

States served

CA, GA, LA, NE, TX

All web addresses on file

Official SEC filing: View on IAPD