{
  "crd_number": 327833,
  "slug": "lifegoal-investments-llc-327833",
  "primary_business_name": "LIFEGOAL INVESTMENTS, LLC",
  "legal_name": "LIFEGOAL INVESTMENTS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-08-29",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-10",
  "carried_forward": false,
  "raum_total": 356000000.0,
  "raum_discretionary": 351000000.0,
  "raum_non_discretionary": 5000000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5000000.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 47000000.0,
      "count": 40
    },
    "pension_profit_sharing": {
      "raum": 6000000.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 273000000.0,
      "count": 230
    },
    "corporations_other_businesses": {
      "raum": 25000000.0,
      "count": 12
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MD",
    "MN",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/brett.sohns",
    "https://facebook.com/evan.wiggins.315/friends",
    "https://facebook.com/nick.rossetti.33",
    "https://facebook.com/share/S6NLcgu8DRFnCw27?mibextid=LQQJ4d",
    "https://facebook.com/share/iqasaeqr8JyDPBdv?mibextid=LQQJ4d",
    "https://facebook.com/taylor.sohns",
    "https://instagram.com/evanwiggins_",
    "https://instagram.com/lifegoalwealthadvisors?igsh=Y2hwd2Z2YmdmZ255",
    "https://instagram.com/max__hulbert?igsh=MWZnbGprNXU1MXZmeA%3D%3D",
    "https://instagram.com/nrosay07",
    "https://instagram.com/sohnsy3",
    "https://instagram.com/taylor16sohns8?next=%2F",
    "https://lifegoalinvestments.com",
    "https://lifegoalwealthadvisors.com",
    "https://linkedin.com/company/lifegoal-wealth-advisors",
    "https://linkedin.com/in/brett-sohns-cima-mba-95185223",
    "https://linkedin.com/in/evan-wiggins-92b312294",
    "https://linkedin.com/in/nick-rossetti",
    "https://linkedin.com/in/taylor-sohns-mba-cima%C2%AE-cfp%C2%AE-0019b113",
    "https://tiktok.com/@Taylor16Sohns8",
    "https://tiktok.com/@brettsohns",
    "https://tiktok.com/@lifegoalinvestments",
    "https://x.com/BrettSohns",
    "https://x.com/T16Sohns8",
    "https://x.com/lifegoalinvestments",
    "https://x.com/lifegoalwealth",
    "https://youtube.com/@lifegoalinvestments",
    "https://youtube.com/@lifegoalwealthadvisors",
    "https://youtube.com/@maxwellhulbert4375?si=kzgp8mMfhdD6rwKa"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327833",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/lifegoal-investments-llc-327833",
  "display_name": "Lifegoal Investments, LLC",
  "summary": "Lifegoal Investments, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.",
  "citation": "AdvisorCensus. Lifegoal Investments, LLC (CRD 327833): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Lifegoal Investments, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lifegoal Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Lifegoal Investments, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 10, 2026 states: Hourly rate: $250 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Lifegoal Investments, LLC registered with the SEC or a state?",
      "a": "Lifegoal Investments, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 327833."
    },
    {
      "q": "How much does Lifegoal Investments, LLC manage?",
      "a": "Lifegoal Investments, LLC reports $356,000,000 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (99% discretionary)."
    },
    {
      "q": "How have Lifegoal Investments, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Lifegoal Investments, LLC: Regulatory assets under management: $82,000,000 in the October 2024 data and $356,000,000 in the October 2026 data, up 334%. Total employees: 3 in October 2024 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 Lifegoal Investments, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (230); individuals (other than high net worth individuals) (40); corporations or other businesses not listed above (12)."
    },
    {
      "q": "Which custodians does Lifegoal Investments, LLC use?",
      "a": "Lifegoal Investments, LLC'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 Lifegoal Investments, 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 SEC record: https://adviserinfo.sec.gov/firm/summary/327833"
    },
    {
      "q": "Does Lifegoal Investments, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 10, 2026 says: \"LifeGoal Investments requires a minimum of $500,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived.\""
    },
    {
      "q": "What changed in Lifegoal Investments, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in PA."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 82000000.0,
      "total_employees": 3,
      "filing_date": "2024-07-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 175000000.0,
      "total_employees": 3,
      "filing_date": "2025-07-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 356000000.0,
      "total_employees": 5,
      "filing_date": "2026-08-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in PA."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $271,000,000 to $356,000,000 (+31%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $175,000,000 to $271,000,000 (+55%).",
        "Employees performing advisory functions went from 3 to 5.",
        "Changed its legal name from Lifegoal Wealth Advisors LLC to Lifegoal Investments, LLC.",
        "Registered or notice-filed in LA, NH, TN, UT, WI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (Financial Planning Services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "LifeGoal Investments requires a minimum of $500,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Financial Planning Services)"
        ],
        "quotes": [
          "Financial Planning Services are offered based on an hourly fee of $ 250 per hour. The firm requires a minimum of four (4) hours for financial planning services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning Services"
        }
      ]
    },
    "quotes": [
      "LifeGoal Investments requires a minimum of $500,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived.",
      "Financial Planning Services are offered based on an hourly fee of $ 250 per hour. The firm requires a minimum of four (4) hours for financial planning services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "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/lifegoal-investments-llc-327833.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 47000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 230,
      "fewer_than_5": false,
      "raum": 273000000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 6000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 5000000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 25000000.0
    }
  ],
  "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/327833",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}