GOALBRIDGE WEALTH MANAGEMENT, LLC

GOALBRIDGE WEALTH MANAGEMENT, LLC of APPLETON, WI is an SEC-registered investment adviser (CRD 285623). Regulatory assets under management: $70.0M.

Registration

• CRD: 285623
• Type: Registered investment adviser
• Location: 2800 E. ENTERPRISE AVE, APPLETON, WI, 54913
• Phone: (920) 750-7262
• Latest filing: 2026-03-24
• Regulatory AUM: $70.0M
• Discretionary AUM: $63.0M
• Non-discretionary AUM: $7.0M
• Clients: 2
• Accounts: 269

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search