Lifegoal Investments, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 19, 2026, reports $356M in regulatory assets under management, 5 employees, and 792 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.0% of total clients.
Top client categories% of clientsClients
1
HNWI
79.0%
230
2
Individuals
13.7%
40
3
Corporations
4.1%
12
4
Pension Plans
1.7%
5
5
Charitable
1.4%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$356Mas of February 19, 2026
Discretionary98.6%
$351M
99% of total RAUM98.6%
Non-discretionary1.4%
$5M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$356M
Total Accounts792
10Y AUM Change+$274M (+334.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee58:1
10Y Employee Change+2 (+66.7%)
* 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.