Goalfusion Wealth Management, Llc
- Regulatory AUM
- $238M
- Discretionary
- $238M
- Clients
- 302
- Avg AUM / client
- $790K
- Accounts
- 927
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Investments (13F portfolio — 32 positions, $247,664,089)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $62,297,154 | 83,186 | 25.2% | 26.1% |
| 2 | Ishares Tr | CORE US AGGBD ET | $55,447,247 | 560,186 | 22.4% | 23.3% |
| 3 | Vanguard Intl Equity Index F | TT WRLD ST ETF | $31,680,237 | 201,849 | 12.8% | 13.3% |
| 4 | Vanguard Scottsdale Fds | INT-TERM CORP | $21,680,831 | 262,321 | 8.75% | 9.09% |
| 5 | Vanguard Index Fds | SMALL CP ETF | $17,403,254 | 57,414 | 7.03% | 7.3% |
| 6 | Vanguard Index Fds | GROWTH ETF | $10,548,963 | 122,463 | 4.26% | 4.42% |
| 7 | Vanguard Index Fds | VALUE ETF | $10,028,116 | 46,015 | 4.05% | 4.21% |
| 8 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $6,568,502 | 110,044 | 2.65% | 2.75% |
| 9 | Spdr Gold Tr | GOLD SHS | $5,956,336 | 16,169 | 2.41% | 2.5% |
| 10 | Vanguard World Fd | ENERGY ETF | $5,200,320 | 34,639 | 2.1% | 2.18% |
| 11 | Vanguard Index Fds | MID CAP ETF | $4,334,098 | 53,793 | 1.75% | 1.82% |
| 12 | Vanguard Bd Index Fds | TOTAL BND MRKT | $2,944,328 | 40,108 | 1.19% | 1.23% |
| 13 | Nvidia Corporation | COM | $2,415,953 | 12,074 | 0.98% | 1.01% |
| 14 | Advanced Micro Devices Inc | COM | $1,957,667 | 3,370 | 0.79% | 0.82% |
| 15 | Apple Inc | COM | $1,740,211 | 6,014 | 0.7% | 0.73% |
| 16 | Microsoft Corp | COM | $788,869 | 2,115 | 0.32% | 0.33% |
| 17 | Alphabet Inc | CAP STK CL C | $732,538 | 2,073 | 0.3% | 0.31% |
| 18 | Taiwan Semiconductor Manufac | SPONSORED ADS | $656,181 | 1,374 | 0.26% | 0.28% |
| 19 | Assurant Inc | COM | $583,765 | 2,174 | 0.24% | 0.24% |
| 20 | Meta Platforms Inc | CL A | $523,296 | 929 | 0.21% | 0.22% |
| 21 | Vanguard Index Fds | TOTAL STK MKT | $501,404 | 1,355 | 0.2% | 0.21% |
| 22 | Vanguard Intl Equity Index F | ALLWRLD EX US | $471,094 | 5,625 | 0.19% | 0.2% |
| 23 | Dell Technologies Inc | CL C | $460,368 | 1,067 | 0.19% | 0.19% |
| 24 | Home Depot Inc | COM | $445,349 | 1,263 | 0.18% | 0.19% |
| 25 | Ishares Tr | CALIF MUN BD ETF | $432,300 | 7,500 | 0.17% | 0.18% |
Top 25 of 32 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 243 | $99.0M | 41.5% |
| High net worth individuals | 59 | $139M | 58.2% |
| Corporations and other businesses | Fewer than 5 clients | $714K | 0.3% |
| Other | Fewer than 5 clients | $7.0K | 0.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cary Patrick Laudadio | Managing Member | CFP | Jul 2020 (6y) | 75% or more |
| Jared W Mcbride | Managing Member & Chief Compliance Officer | CFP | Oct 2020 (6y) | 10% – 25% |
| Walter Scott Thomas | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $238M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗