| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Richard Sohns Control | Managing Member/Investment Advisor Representative | 50-75% | 2024 |
| Taylor P. Sohns Control | Managing Member/Investment Advisor Representative/Chief Compliance Officer | 50-75% | 2023 |
Lifegoal Wealth Advisors LLC reports $175 million in regulatory assets under management on its Form ADV.
Lifegoal Wealth Advisors LLC reports 3 employees.
Lifegoal Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 607-434-0742 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $173M |
| Non-discretionary | $2M |
| Total (RAUM) | $175M |