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LIFEGOAL INVESTMENTS, LLC
CRD 327833 · SEC 801-131015
AZ, United States
Phone
607-434-0742
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$356.0M
Discretionary AUM
$351.0M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $47.0M |
| High net worth individuals | 230 | $273.0M |
| Pension/profit sharing plans | 5 | $6.0M |
| Charitable organizations | 4 | $5.0M |
| Corporations/business entities | 12 | $25.0M |
States served
AZ, CA, CO, GA, IL, LA, MD, MA, MN, NV, NJ, NY, NC, OR, PA, SC, TN, UT, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
- http://www.LifeGoalwealthadvisors.com
- http://www.facebook.com/taylor.sohns
- http://www.x.com/T16Sohns8
- http://www.facebook.com/brett.sohns
- https://www.linkedin.com/in/brett-sohns-cima-mba-95185223/
- https://www.facebook.com/share/S6NLcgu8DRFnCw27/?mibextid=LQQJ4d
- https://www.instagram.com/lifegoalwealthadvisors?igsh=Y2hwd2Z2YmdmZ255&utm_source=qr
- https://www.youtube.com/@lifegoalwealthadvisors
- https://lifegoalinvestments.com
- https://www.linkedin.com/company/lifegoal-wealth-advisors/
- https://youtube.com/@maxwellhulbert4375?si=kzgp8mMfhdD6rwKa
- https://www.x.com/BrettSohns
- http://www.tiktok.com/@brettsohns
- https://www.instagram.com/sohnsy3/
- https://www.tiktok.com/@Taylor16Sohns8
- https://www.instagram.com/taylor16sohns8/?next=%2F
- https://www.linkedin.com/in/taylor-sohns-mba-cima%C2%AE-cfp%C2%AE-0019b113/
- http://www.x.com/lifegoalinvestments
- https://www.facebook.com/share/iqasaeqr8JyDPBdv/?mibextid=LQQJ4d
- https://x.com/lifegoalwealth
- https://www.instagram.com/max__hulbert?igsh=MWZnbGprNXU1MXZmeA%3D%3D&utm_source=qr
- http://instagram.com/nrosay07/
- Http://facebook.com/nick.rossetti.33
- https://www.linkedin.com/in/evan-wiggins-92b312294/
- https://www.linkedin.com/in/nick-rossetti/
- https://www.instagram.com/evanwiggins_/
- https://www.facebook.com/evan.wiggins.315/friends
- http://www.tiktok.com/@lifegoalinvestments
- https://www.youtube.com/@lifegoalinvestments
Official SEC filing: View on IAPD