Lifegoal Investments, LLC

CRD 327833 · $356.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 327833
SEC number: 801-131015
Firm type: RIA
Assets under management: $356.0M as of May 11, 2026
Website: youtube.com/@maxwellhulbert4375?si=kzgp8mMfhdD6rwKa ↗
Phone: 607-434-0742
Address: Not yet retrieved from the source record

Advisors at this firm

6 in our index · page 1 of 1

Devin Matthew CampbellCRD 8269355 · Saratoga Springs, NY

IA Registered
Maxwell Carl HulbertCRD 7196096 · Saratoga Springs, NY

IA Registered
Nicholas C. RossettiCRD 5983605 · Saratoga Springs, NY

IA RegisteredRegistration inactive
Taylor P. SohnsCRD 5665289 · Saratoga Springs, NY

IA RegisteredRegistration inactive
Brett Richard SohnsCRD 5472309 · Saratoga Springs, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Evan J WigginsCRD 8155221 · Saratoga Springs, NY

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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