Good Life Advisors LLC

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Assets, Funds, Holdings

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Good Life Advisors LLC
CRD #171898
SEC #801-80003
CIK #0001696260
AUM $4.4 B (2026-03-31)
Employees 135 (65% Investors, 62% Brokers)
Phone407-477-4887
Address1420 Celebration Blvd
Celebration, FL 34747
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
5.04.03.02.01.00.02010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 59.0
Apple Inc 32.5
Microsoft Corp 28.0
Amazon Com Inc 20.0
Trebia Acquisition Corp 11.4
Global MOFY Metaverse Ltd 11.2
 
 
 
 
 
Holdings by Sector ($M)
17001360102068034002017202020232026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 21,451 2.8
(b) Individuals (high net worth individuals) 789 1.5
(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 219 0.0
(h) Charitable organizations 64 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 73 0.0
(n) Other 0 0.0
Total 21,842 4.4
By Discretionary
Discretionary 21,630 4.3
Non-Discretionary 212 0.0
Total 21,842 4.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.4
Total 21,842 4.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001696260]
Comparable Firms State AUM ($B)
Goelzer Investment Management Inc
IN 4.5
Clifford Swan Investment Counsel LLC
CA 4.5
Alaska Permanent Capital Management LLC
AK 4.4
C2P Capital Advisory Group LLC
OH 4.4
Advisory Alpha LLC
MI 4.4
Simplicity Wealth LLC
NJ 4.3
Beacon Capital Management Inc
OH 4.3
Willis Investment Counsel Inc
GA 4.2
Halbert Hargrove Global Advisors LLC
CA 4.2
Sound Income Strategies LLC
FL 4.2
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