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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Good Life Advisors LLC
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| CRD # | 171898 |
| SEC # | 801-80003 |
| CIK # | 0001696260 |
| AUM | $3.5 B (2025-06-27) |
| Employees | 140 (71% Investors, 67% Brokers) |
| Phone | 610-898-6927 |
| Address | 2395 Lancaster Pike Reading, PA 19607 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001696260 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 59.0 | ||
| Apple Inc | 32.5 | ||
| Microsoft Corp | 28.0 | ||
| Amazon Com Inc | 20.0 | ||
| Trebia Acquisition Corp | 11.4 | ||
| Global MOFY Metaverse Ltd | 11.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14,674 | 2.0 |
| (b) Individuals (high net worth individuals) | 795 | 1.3 |
| (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 | 183 | 0.2 |
| (h) Charitable organizations | 34 | 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 | 46 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18,113 | 3.5 |
| By Discretionary | ||
| Discretionary | 17,889 | 3.2 |
| Non-Discretionary | 224 | 0.3 |
| Total | 18,113 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 18,113 | 3.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001696260] |
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|---|---|---|
|
Simplicity Wealth LLC
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|
NJ | 3.6 |
|
Boston Common Asset Management LLC
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MA | 3.6 |
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Alera Investment Advisors LLC
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Financial Integrity Advisors LLC
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Halbert Hargrove Global Advisors LLC
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Sound Income Strategies LLC
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FL | 3.5 |
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EPG Incorporated
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|
Advisory Alpha LLC
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MI | 3.5 |
|
Team Hewins LLC
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CA | 3.4 |