← Tributary

GOALFUSION WEALTH MANAGEMENT

· CRD 309756 · IAPD ↗ · goalfusion.com · 512-593-6367

$238.5MRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — GOALFUSION WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
February 2025 — GOALFUSION WEALTH MANAGEMENT notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — GOALFUSION WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2024 — GOALFUSION WEALTH MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2024 — GOALFUSION WEALTH MANAGEMENT reported RAUM up 27% ($126.6M -> $161.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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