{ "crd_number": 171175, "slug": "good-life-wealth-management-llc-livonia-ny-171175", "primary_business_name": "GOOD LIFE WEALTH MANAGEMENT LLC", "legal_name": "GOOD LIFE WEALTH MANAGEMENT LLC", "dbas": [], "city": "Livonia", "state": "NY", "country": "United States", "cbsa_code": "40380", "metro": { "cbsa_code": "40380", "common_name": "Rochester", "msa_name": "Rochester, NY", "path": "/advisors/ny/rochester" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2014-05-19", "years_registered": 12, "period": "2026-10-01", "filing_date": "2026-03-09", "carried_forward": false, "raum_total": 19907999.0, "raum_discretionary": 15693088.0, "raum_non_discretionary": 4214911.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 38920.0, "count": 1 }, "individuals": { "raum": 750388.0, "count": 9 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 0.0, "count": 0 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 19118691.0, "count": 27 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 0.0, "count": 0 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "periodicals_newsletters", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AR", "TX" ], "websites": [ "https://facebook.com/FINANCEFORMUSICIANS", "https://facebook.com/GOODLIFEWEALTH", "https://financeformusicians.com", "https://goodlifewealth.com", "https://scottstratton.com", "https://scottstratton.net", "https://yourlast5years.com", "https://yourlastfiveyears.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171175", "city_as_filed": "LIVONIA", "url": "https://advisorcensus.com/firm/good-life-wealth-management-llc-livonia-ny-171175", "display_name": "Good Life Wealth Management LLC", "summary": "Good Life Wealth Management LLC is a state-registered investment advisory firm in Livonia, NY, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.", "citation": "AdvisorCensus. Good Life Wealth Management LLC (CRD 171175): Form ADV filing data as of October 2026.", "registration_type_label": "State-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", "Publication of periodicals or newsletters" ], "quick_answers": [ { "q": "How is Good Life Wealth Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Good Life Wealth Management LLC 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": "Where is Good Life Wealth Management LLC located?", "a": "Good Life Wealth Management LLC's principal office is in Livonia, NY, according to its Form ADV." }, { "q": "Is Good Life Wealth Management LLC registered with the SEC or a state?", "a": "Good Life Wealth Management LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171175." }, { "q": "How much does Good Life Wealth Management LLC manage?", "a": "Good Life Wealth Management LLC reports $19,907,999 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (79% discretionary)." }, { "q": "What types of clients does Good Life Wealth Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (9); charitable organizations (1)." }, { "q": "Does Good Life Wealth Management LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171175" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/good-life-wealth-management-llc-livonia-ny-171175.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 9, "fewer_than_5": false, "raum": 750388.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 27, "fewer_than_5": false, "raum": 19118691.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 1, "fewer_than_5": false, "raum": 38920.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "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/171175", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }