Good Life Private Wealth, LLC
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 165613
- Website
- goodlifeassetstrategies.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.22%
- Individuals25.78%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Good Life Private Wealth, LLC is a small, owner-operated registered advisory firm serving individual and family clients. The firm bills clients on a percentage-of-assets-under-management basis and focuses its advisory work on discretionary portfolio management for individuals and small businesses as well as for business or institutional clients. It also runs educational seminars and workshops as part of its client-facing activities. The firm reports a clear preference for equity investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2
Leonard Hall
PartnerCRD 6123240
Justin Hall
PartnerCRD 6599260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 1401 Jones St
- Time zone
- CT (UTC-6)
- Office locations
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