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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lifegoal Wealth Advisors LLC
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|---|---|
| CRD # | 327833 |
| SEC # | 801-131015 |
| CIK # | 0002054684 |
| AUM | $175.0 M (2025-07-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 607-434-0742 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fidelity Wise Origin Bitcoin Fund | 1.8 | ||
| Amazon Com Inc | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| Microsoft Corp | 0.8 | ||
| Nvidia Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 2.0 |
| (b) Individuals (high net worth individuals) | 190 | 158.0 |
| (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 | 1 | 1.0 |
| (h) Charitable organizations | 4 | 5.0 |
| (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 | 3 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 210 | 175.0 |
| By Discretionary | ||
| Discretionary | 209 | 173.0 |
| Non-Discretionary | 1 | 2.0 |
| Total | 210 | 175.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 172.0 | |
| Total | 210 | 175.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054684] |
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|---|---|---|
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0.2 | |
|
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