CRD: 285623
Goalbridge Wealth Management, LLC
$70.0M Total AUM
$63.0M Disc. AUM
-- 3Y CAGR
2 Employees
119 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Bridge crest
- Established Date
- 07-27-2018
- Office Locations
- 1
Office Locations
2800 E. Enterprise AVE Suite 201 Appleton WI
About Goalbridge Wealth Management, LLC
GoalBridge Wealth Management is a fee-only, fiduciary RIA providing personalized investment management alongside financial, exit, and business-succession planning for individuals and business owners. Portfolios primarily use public funds and ETFs, with planning integrated into ongoing advice. Custody includes Charles Schwab (also TD Ameritrade/Morgan Stanley).
Team overview
-- AVG AGE
$35.0M AVG AUM / ADVISOR
$588.2K AVG AUM / CLIENT
7.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Signal Vital ridge Catalyst
Client Personas
Momentum element
Custodian
Timber capital Legacy North prime
Investment Themes
Pathway value Signal Vertex pioneer
Investment Vehicles
Vector pathway
Services
Beacon pathway Crest Unison Frontier atlas Glacier timber Beacon Bridge timber Eagle quantum Pathway alpha Meridian
Technology
Focus
Owner & Executives
JOSEPH OLIVER MARTIN
Chief Compliance Officer, Managing Member
- CRD
- #5953030
- Ownership
- 50% but less than 75%
(535) 835-4362
optima.summit@eaglecapital.com
in linkedin.com/in/eagle-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,000,000 | -- |
| Non-Discretionary | $7,000,000 | -- |
| Total | $70,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,000,000
Public Funds:
34.0% Equity - Exchange:
12.6% Equity - OTC:
30.6% Cash:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,824,902,324 | 34.0% |
| Equity - Exchange | $1,046,875,567 | 12.6% |
| Equity - OTC | $2,542,412,092 | 30.6% |
| Cash | $1,894,346,264 | 22.8% |
| Total | $8,308,536,247 | 100.0% |