Goalfusion Wealth Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 2, 2026, reports $238M in regulatory assets under management, 5 employees, 4 offices, and 927 accounts.
Top client segmentIndividuals represent 80.5% of total clients.
Top client categories% of clientsClients
1
Individuals
80.5%
243
2
HNWI
19.5%
59
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
INVESTMENT CLUB<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$238Mas of March 2, 2026
Discretionary100.0%
$238M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$238M
Total Accounts927
10Y AUM Change+$238M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee60:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.