# LIFEGOAL INVESTMENTS, LLC

LIFEGOAL INVESTMENTS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 327833
- Type: SEC-registered investment adviser
- SEC file number: 801-131015
- Phone: 607-434-0742
- Latest filing: 2026-08-07
- Regulatory AUM: $356.0M
- Discretionary AUM: $351.0M
- Non-discretionary AUM: $5.0M
- Clients: 5
- Accounts: 792

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Brett Richard Sohns | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | Saratoga Sprins, NY |
| Taylor P Sohns | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |
| Sohns Brett Richard | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| SOHNS TAYLOR P | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |
| Taylor P. Sohns | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327833/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327833/similar
- Related entities: https://search.stillhousedata.com/firm/327833/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327833

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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.