Lifegoal Investments, LLC
Lifegoal Investments, LLC is an SEC-registered wealth manager with $356.0M assets under management (AUM, regulatory AUM), +103% over one year. See who owns Lifegoal Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327833, SEC 801-131015, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $356.0M (2026-05-11)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 291
- CRD
- 327833
- Ownership
- SOHNS, TAYLOR, P.; Sohns, Brett, Richard
How much AUM does Lifegoal Investments, LLC have?
Lifegoal Investments, LLC reported $356.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Lifegoal Investments, LLC?
Disclosed owners and executives of Lifegoal Investments, LLC include SOHNS, TAYLOR, P., Sohns, Brett, Richard. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.