CRD: 165613
Good Life Private Wealth, LLC
$44.5M Total AUM
$44.5M Disc. AUM
-- 3Y CAGR
2 Employees
90 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Peak catalyst
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
1401 Jones Street Suite 210 Fort Worth TX
About Good Life Private Wealth, LLC
Good Life Asset Strategies is a Fort Worth, TX fee-only fiduciary planning firm providing holistic financial planning, investment management, and retirement planning. The team builds tax-conscious portfolios that balance risk, dividends, and long- and short-term goals, with an ETF-heavy implementation. Affiliated with NAPFA and custodies with firms such as Schwab.
Team overview
34 AVG AGE
$22.2M AVG AUM / ADVISOR
$494.3K AVG AUM / CLIENT
11.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Vector Frontier
Client Personas
Pathway atlas Alpha harbor
Investment Themes
Catalyst Pathway pioneer Meridian alpha
Investment Vehicles
Pathway
Services
Ridge oak Vector Oak oak Capital fusion Legacy crest Delta element Ember Foundation Frontier frontier
Technology
Pioneer vertex
Owner & Executives
LEONARD DEWAYNE HALL
Partner
- CRD
- #6123240
- Ownership
- 75% or more
(881) 904-7805
signal.peak@valuecapital.com
in linkedin.com/in/prime-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
Justin Owen Hall
Advisor
- CRD
- #6599260
(708) 710-7163
vector.alpha@focuscapital.com
in linkedin.com/in/ridge-frontier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,485,588 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,485,588 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,485,588
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,423,311,733 | 100.0% |
| Total | $5,423,311,733 | 100.0% |