Goalfusion Wealth Management
Goalfusion Wealth Management is an SEC-registered mass-market adviser with $238.5M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Goalfusion Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309756, SEC 801-120866, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $238.5M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 302
- CRD
- 309756
- Ownership
- MCBRIDE, JARED, W; LAUDADIO, CARY, PATRICK
How much AUM does Goalfusion Wealth Management have?
Goalfusion Wealth Management reported $238.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Goalfusion Wealth Management?
Disclosed owners and executives of Goalfusion Wealth Management include MCBRIDE, JARED, W, LAUDADIO, CARY, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.