GOAL WEALTH ADVISORY GROUP, LLC

GOAL WEALTH ADVISORY GROUP, LLC is an SEC-registered investment adviser (CRD 330122). Regulatory assets under management: $14.0M.

Registration

• CRD: 330122
• Type: Registered investment adviser
• Phone: (401) 600-1010
• Latest filing: 2026-07-15
• Regulatory AUM: $14.0M
• Discretionary AUM: $14.0M
• Clients: 1
• Accounts: 54

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 330122 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search