Lifegoal Wealth Advisors LLC

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Assets, Funds, Holdings

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Lifegoal Wealth Advisors LLC
CRD #327833
SEC #801-131015
CIK #
AUM $82.0 MM (2024-07-30)
Employees 3 (100% Investors, 0% Brokers)
Phone607-434-0742
Address8 Winding Brook Drive
Saratoga Springs, NY 12866
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
907254361802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 18 2.2
(b) Individuals (high net worth individuals) 122 74.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 4.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 1.3
(n) Other 0 0.0
Total 269 82.0
By Discretionary
Discretionary 267 81.0
Non-Discretionary 2 1.0
Total 269 82.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 82.0
Total 269 82.0
Comparable Firms State AUM ($BB)
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MA 0.1
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LA 0.1
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WA 0.1
Finhabits Advisors LLC
NY 0.1
CornerStone Professional Advisor Services LLC
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Grupp Financial LLC
WY 0.1
VAM Group LLC
PA 0.1
Trott Brook Financial Inc
MN 0.1
Vesto Advisors LLC
NY 0.1
Komorebi Global LLC
FL 0.1
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