Good Life Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 171175
- Website
- goodlifewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.04%
- Individuals3.77%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Good Life Wealth Management LLC is an independent, owner-operated registered investment adviser structured as a limited liability company. The firm serves both individual and family clients as well as institutional clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses, and the firm also produces periodic publications or newsletters. Good Life operates as an insurance broker alongside its advisory practice and charges clients via a mix of percentage-of-AUM and fixed-fee arrangements. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds69%
- US Government Bonds17%
- Exchange Traded Equities7%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Scott Stratton
PresidentCRD 4763270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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