GOALFUSION WEALTH MANAGEMENT
  • GOALFUSION WEALTH MANAGEMENT
  • LAUDADIO CONSULTING, LLC
  • GOALFUSION WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date 10/20/2020
Registration status Registration Changed to GOALFUSION WEALTH MANAGEMENT, LLC
ADV Location AUSTIN, TX, United States
AUM* 83,250,000
of that, discretionary 0
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
% High Net Worth 16.67%
SMA’s Yes
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

83M 71M 59M 48M 36M 24M 12M
2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees