# Goalpost Wealth Management, LLC

> Goalpost Wealth Management, LLC is an SEC-registered investment advisory firm in Radnor, PA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated June 5, 2026.

- CRD: 341905
- Filed as: GOALPOST WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Radnor, PA
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341905
- AdvisorCensus page: https://advisorcensus.com/firm/goalpost-wealth-management-llc-radnor-pa-341905

## Quick answers

**How is Goalpost Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Goalpost Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Goalpost Wealth Management, LLC located?**
Goalpost Wealth Management, LLC's principal office is in Radnor, PA, according to its Form ADV.

**Is Goalpost Wealth Management, LLC registered with the SEC or a state?**
Goalpost Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 341905.

**Does Goalpost Wealth Management, LLC 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/341905

**What changed in Goalpost Wealth Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goalpost Wealth Management, LLC (CRD 341905): Form ADV filing data as of October 2026.