| 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 |
Goalfusion Wealth Management, LLC reports $199.2 million in regulatory assets under management on its Form ADV.
Goalfusion Wealth Management, LLC reports 4 employees.
Goalfusion Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $199.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $199.2M |