# Goalfusion Wealth Management

> 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.

- CRD: 309756
- Filed as: GOALFUSION WEALTH MANAGEMENT
- Legal name: Goalfusion Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309756
- AdvisorCensus page: https://advisorcensus.com/firm/goalfusion-wealth-management-309756

## Quick answers

**How is Goalfusion Wealth Management compensated?**
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.

**Is Goalfusion Wealth Management registered with the SEC or a state?**
Goalfusion Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 309756.

**How much does Goalfusion Wealth Management manage?**
Goalfusion Wealth Management reports $238,468,507 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have Goalfusion Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Goalfusion Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (243); high net worth individuals (59).

**Which custodians does Goalfusion Wealth Management use?**
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.

**Does Goalfusion Wealth Management report any disciplinary disclosures?**
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

**What changed in Goalfusion Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $199,171,026 to $238,468,507 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $238,468,507
- Discretionary: $238,468,507
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 243 | $98,985,571 |
| High net worth individuals | 59 | $138,761,524 |
| Corporations or other businesses not listed above | Fewer than 5 | $714,375 |
| Other | Fewer than 5 | $7,037 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, LA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- goalfusion.com
- Facebook @goalfusionwealth
- LinkedIn @cary-laudadio-cfp®-crpc®-2953896
- LinkedIn @jared-mcbride-cfp®-ea-93960757
- LinkedIn @walterthomas5

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $106,093,069 | 2 | September 20, 2021 |
| October 2022 | $127,834,532 | 5 | July 12, 2022 |
| October 2023 | $126,602,511 | 3 | July 28, 2023 |
| October 2024 | $160,966,117 | 3 | February 6, 2024 |
| October 2025 | $199,171,026 | 4 | February 5, 2025 |
| October 2026 | $238,468,507 | 5 | March 2, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $199,171,026 to $238,468,507 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goalfusion Wealth Management (CRD 309756): Form ADV filing data as of October 2026.