# GOAL QUEST ADVISORS, LLC

GOAL QUEST ADVISORS, LLC of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 159361
- Type: SEC-registered investment adviser
- Location: 1000 WESTLAKES DRIVE, BERWYN, PA, 19312
- Phone: 484-602-5941
- Latest filing: 2026-06-29
- Regulatory AUM: $109.1M
- Discretionary AUM: $108.9M
- Non-discretionary AUM: $247K
- Clients: 2
- Accounts: 338

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159361/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159361/similar
- Related entities: https://search.stillhousedata.com/firm/159361/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159361

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.