# Lifegoal Investments, LLC

> 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.

- CRD: 327833
- Filed as: LIFEGOAL INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327833
- AdvisorCensus page: https://advisorcensus.com/firm/lifegoal-investments-llc-327833

## Quick answers

**How is Lifegoal Investments, LLC compensated?**
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.

**How much does Lifegoal Investments, LLC charge?**
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.

**Is Lifegoal Investments, LLC registered with the SEC or a state?**
Lifegoal Investments, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 327833.

**How much does Lifegoal Investments, LLC manage?**
Lifegoal Investments, LLC reports $356,000,000 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (99% discretionary).

**How have Lifegoal Investments, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Lifegoal Investments, LLC serve?**
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).

**Which custodians does Lifegoal Investments, LLC use?**
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.

**Does Lifegoal Investments, 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/327833

**Does Lifegoal Investments, LLC state an account minimum?**
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."

**What changed in Lifegoal Investments, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in PA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 10, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $250 an hour (Financial Planning Services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $356,000,000
- Discretionary: $351,000,000
- Non-discretionary: $5,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $47,000,000 |
| High net worth individuals | 230 | $273,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $6,000,000 |
| Charitable organizations | 4 | $5,000,000 |
| Corporations or other businesses not listed above | 12 | $25,000,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lifegoalinvestments.com
- lifegoalwealthadvisors.com
- Facebook @brett.sohns
- Facebook @evan.wiggins.315
- Facebook @nick.rossetti.33
- Facebook facebook.com
- Facebook facebook.com
- Facebook @taylor.sohns
- Instagram @evanwiggins_
- Instagram @lifegoalwealthadvisors
- Instagram @max__hulbert
- Instagram @nrosay07
- Instagram @sohnsy3
- Instagram @taylor16sohns8
- LinkedIn @lifegoal-wealth-advisors
- LinkedIn @brett-sohns-cima-mba-95185223
- LinkedIn @evan-wiggins-92b312294
- LinkedIn @nick-rossetti
- LinkedIn @taylor-sohns-mba-cima®-cfp®-0019b113
- TikTok @Taylor16Sohns8
- TikTok @brettsohns
- TikTok @lifegoalinvestments
- X @BrettSohns
- X @T16Sohns8
- X @lifegoalinvestments
- X @lifegoalwealth
- YouTube @lifegoalinvestments
- YouTube @lifegoalwealthadvisors
- YouTube @maxwellhulbert4375

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $82,000,000 | 3 | July 30, 2024 |
| October 2025 | $175,000,000 | 3 | July 15, 2025 |
| October 2026 | $356,000,000 | 5 | August 10, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in PA.

### March 2026
- Regulatory assets under management went from $271,000,000 to $356,000,000 (+31%).

### December 2025
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifegoal Investments, LLC (CRD 327833): Form ADV filing data as of October 2026.