Lifegoal Investments, Llc
- Regulatory AUM
- $356M
- Discretionary
- $351M
- Clients
- 291
- Avg AUM / client
- $1.2M
- Accounts
- 792
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $47.0M | 13.2% |
| High net worth individuals | 230 | $273M | 76.7% |
| Pension and profit sharing plans | 5 | $6.0M | 1.69% |
| Charitable organizations | 4 | $5.0M | 1.4% |
| Corporations and other businesses | 12 | $25.0M | 7.02% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Taylor P. Sohns | Managing Member/Investment Advisor Representative/Chief Compliance Officer | CFP | Jul 2023 (3y) | 50% – 75% |
| Brett Richard Sohns | Managing Member/Investment Advisor Representative | May 2024 (2y) | 50% – 75% | |
| Maxwell Carl Hulbert | Registered representative | Jul 2024 (2y) | ||
| Evan J Wiggins | Registered representative | Sep 2025 (1y) | ||
| Nicholas C. Rossetti | Registered representative | Sep 2025 (1y) | ||
| Devin Matthew Campbell | Registered representative | May 2026 (0y) |
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) | 05/11/2026 | 867 KB | 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $356M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Aug 07, 2026.
View current Form ADV (SEC/IAPD) ↗