← Tributary

GOALSETTER GOLD

· CRD 313765 · IAPD ↗ · goalsetter.co · 1 800 746 9193

$0Regulatory AUM
1Advisory reps
5Employees
1630Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
January 2026 — GOALSETTER GOLD (location n/a) left the SEC roster (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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