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| Goalfusion Wealth Management LLC
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|---|---|
| CRD # | 309756 |
| SEC # | 801-120866 |
| CIK # | 0001895678 |
| AUM | 238.5 M (2026-03-02) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-593-6367 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 6.0 | ||
| Nvidia Corp | 2.4 | ||
| Advanced Micro Devices Inc | 2.0 | ||
| Apple Inc | 1.7 | ||
| Microsoft Corp | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.7 | ||
| Assurant Inc | 0.6 | ||
| Facebook Inc | 0.5 | ||
| Denali Holding Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 99.0 |
| (b) Individuals (high net worth individuals) | 59 | 138.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 927 | 238.5 |
| By Discretionary | ||
| Discretionary | 927 | 238.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 927 | 238.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.5 | |
| Total | 927 | 238.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001895678] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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