Good Life Wealth Management LLC

Overview

Good Life Wealth Management LLC is an independent registered investment adviser that serves both individual and small institutional clients. The firm combines fee-based portfolio management and financial planning with insurance brokerage services and publishes client-facing periodicals or newsletters. Its client mix and service set suggest a focus on comprehensive wealth planning for individuals and families, along with tailored portfolio management for small businesses and select institutional relationships. Investment strategy centers on pooled public funds as the core sleeve of client portfolios, with supplemental allocations to alternatives—specifically hedge funds and real estate—when they fit a client’s objectives and accreditation status. The firm charges a mix of percentage-of-AUM and fixed fees, which aligns with active portfolio oversight for discretionary mandates and project-based planning engagements for non-discretionary clients. Good Life Wealth Management LLC does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices