Lifegoal Investments, LLC

RIASEC RegisteredEst. 2024

Total AUM

$356M

Discretionary

$351M

99% of AUM

Avg account

$449K

Accounts

792

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 327833
Registered since: August 29, 2024
Website: lifegoalwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI76.69%
Individuals13.2%
Corporations / Businesses7.02%
Pension & Profit Sharing Plans1.69%
Charitable Organizations1.4%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lifegoal Investments, LLC is an independent, SEC-registered Registered Investment Adviser that operates as a limited liability company and identifies as a capital allocator. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing and hourly charges. Lifegoal reports it is not an active ESG investor and is not a multi-state adviser.