{
  "crd_number": 309756,
  "slug": "goalfusion-wealth-management-309756",
  "primary_business_name": "GOALFUSION WEALTH MANAGEMENT",
  "legal_name": "GOALFUSION WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-19",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-02",
  "carried_forward": false,
  "raum_total": 238468507.0,
  "raum_discretionary": 238468507.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 7037.0,
      "count": null,
      "description": "INVESTMENT CLUB",
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 98985571.0,
      "count": 243
    },
    "high_net_worth_individuals": {
      "raum": 138761524.0,
      "count": 59
    },
    "corporations_other_businesses": {
      "raum": 714375.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "GA",
    "LA",
    "NE",
    "TX"
  ],
  "websites": [
    "https://facebook.com/goalfusionwealth",
    "https://goalfusion.com",
    "https://linkedin.com/in/cary-laudadio-cfp%C2%AE-crpc%C2%AE-2953896",
    "https://linkedin.com/in/jared-mcbride-cfp%C2%AE-ea-93960757",
    "https://linkedin.com/in/walterthomas5"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309756",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/goalfusion-wealth-management-309756",
  "display_name": "Goalfusion Wealth Management",
  "summary": "Goalfusion Wealth Management is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.",
  "citation": "AdvisorCensus. Goalfusion Wealth Management (CRD 309756): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Goalfusion Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Goalfusion Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Goalfusion Wealth Management registered with the SEC or a state?",
      "a": "Goalfusion Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 309756."
    },
    {
      "q": "How much does Goalfusion Wealth Management manage?",
      "a": "Goalfusion Wealth Management reports $238,468,507 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Goalfusion Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Goalfusion Wealth Management: Regulatory assets under management: $106,093,069 in the October 2021 data and $238,468,507 in the October 2026 data, up 125%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Goalfusion Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (243); high net worth individuals (59)."
    },
    {
      "q": "Which custodians does Goalfusion Wealth Management use?",
      "a": "Goalfusion Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Goalfusion Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309756"
    },
    {
      "q": "What changed in Goalfusion Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $199,171,026 to $238,468,507 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 106093069.0,
      "total_employees": 2,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 127834532.0,
      "total_employees": 5,
      "filing_date": "2022-07-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 126602511.0,
      "total_employees": 3,
      "filing_date": "2023-07-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 160966117.0,
      "total_employees": 3,
      "filing_date": "2024-02-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 199171026.0,
      "total_employees": 4,
      "filing_date": "2025-02-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 238468507.0,
      "total_employees": 5,
      "filing_date": "2026-03-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $199,171,026 to $238,468,507 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/goalfusion-wealth-management-309756.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 243,
      "fewer_than_5": false,
      "raum": 98985571.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 59,
      "fewer_than_5": false,
      "raum": 138761524.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 714375.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 7037.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309756",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}