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GOOD LIFE ADVISORS, LLC

CELEBRATION, FL · CRD 171898 · IAPD ↗ · 407-477-4887

$4.35BRegulatory AUM
88Advisory reps
135Employees
0Clients
101-250Planning clients
0Private funds
44States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — GOOD LIFE ADVISORS, LLC moved its main office from READING, PA to CELEBRATION, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2026 — GOOD LIFE ADVISORS, LLC shrank from 100 to 88 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2026 — GOOD LIFE ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
January 2025 — GOOD LIFE ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — GOOD LIFE ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (2 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — GOOD LIFE ADVISORS, LLC added office(s): 49 -> 52 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — GOOD LIFE ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — GOOD LIFE ADVISORS, LLC now reports custody of client assets ($888.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
81
April 2024 — GOOD LIFE ADVISORS, LLC grew from 89 to 100 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.