Goalfusion Wealth Management, LLC
● SEC registered since 2021CRD 309756SEC# 801-120866
Reg. AUM
$238.5M
Employees
5
Accounts
927
Location
—
Goalfusion Wealth Management, LLC assets under management
Goalfusion Wealth Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $238.5 million in regulatory assets under management and employs 5 people.
Goalfusion Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cary Patrick Laudadio Control | Managing Member | Over 75% | 2020 |
| Jared W McBride Control | Managing Member & Chief Compliance Officer | 10-25% | 2024 |
Frequently asked questions
How much does Goalfusion Wealth Management, LLC manage?
Goalfusion Wealth Management, LLC reports $238.5 million in regulatory assets under management on its Form ADV.
How many employees does Goalfusion Wealth Management, LLC have?
Goalfusion Wealth Management, LLC reports 5 employees.
Does Goalfusion Wealth Management, LLC disclose fund performance?
Goalfusion Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 512-593-6367 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1895678 |
| Discloses disciplinary history | No |
Regulatory AUM
$238.5M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$238.5Mregulatory AUM
Discretionary $238.5M