Lifegoal Investments, LLC
● SEC registered since 2024CRD 327833SEC# 801-131015
Reg. AUM
$558M
Employees
6
Accounts
965
Location
—
Lifegoal Investments, LLC assets under management
Lifegoal Investments, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $558 million in regulatory assets under management and employs 6 people.
Lifegoal Investments, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Richard Sohns Control | Managing Member/Investment Advisor Representative | 25-50% | 2024 |
| Taylor P. Sohns Control | Managing Member/Investment Advisor Representative/Chief Compliance Officer | 25-50% | 2023 |
Frequently asked questions
How much does Lifegoal Investments, LLC manage?
Lifegoal Investments, LLC reports $558 million in regulatory assets under management on its Form ADV.
How many employees does Lifegoal Investments, LLC have?
Lifegoal Investments, LLC reports 6 employees.
Does Lifegoal Investments, LLC disclose fund performance?
Lifegoal Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 607-434-0742 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$558M▲ 299%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$558Mregulatory AUM
Discretionary $553MNon-discretionary $5M