GOOD LIFE PRIVATE WEALTH, LLC

RIASEC Registered

Total AUM

$44.5M

Discretionary

$44.5M

100% of AUM

Avg account

$500K

Accounts

Employees

Advisory reps

Firm details

Headquarters: FORT WORTH, Texas
CRD number: 165613
Website: goodlifeassetstrategies.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: HNWI74.22%
Individuals25.78%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Good Life Private Wealth, LLC is a small, privately owned advisory firm that manages portfolios for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals/small businesses and for businesses or institutions as its core advisory activities; it also offers educational seminars and workshops. Good Life is not an ESG-focused manager, does not present itself as a multi-state adviser, and is structured as a limited liability company with individual ownership.