# LIFEGOAL INVESTMENTS LLC

LIFEGOAL INVESTMENTS LLC is an SEC-registered investment adviser.

## Registration

- CRD: 313831
- Type: SEC-registered investment adviser
- SEC file number: 801-121208
- Phone: 607-434-2531
- Latest filing: 2023-03-21
- Regulatory AUM: $9.6M
- Discretionary AUM: $9.6M
- Clients: 2
- Accounts: 3

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MASON WAYNE RICHARD | CHIEF COMPLIANCE OFFICER | — |
| SWENDIMAN MATTHEW ASHLEY | CCO | — |
| Sohns Brett Richard | MEMBER | — |
| SOHNS TAYLOR P | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313831/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313831/similar
- Related entities: https://search.stillhousedata.com/firm/313831/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313831

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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.