G
$19.9M Total AUM
$15.7M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge harborAlpha
- Established Date
- 05-19-2014
- Office Locations
- 1
Office Locations
-- HOT Springs AR
About Good Life Wealth Management LLC
Good Life Wealth Management is an independent RIA in Hot Springs, AR focused on helping families build financial security through goal-based planning and a tailored investment game plan. Services include financial and investment planning, portfolio construction, and insurance/estate/tax planning. Client assets are custodied at Charles Schwab.
Team overview
51 AVG AGE
$19.9M AVG AUM / ADVISOR
$523.9K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Wave wave Vertex zenith North momentum Quantum matrix
Client Personas
Oak Timber
Custodian
Catalyst bridge Focus north Signal peak
Investment Themes
Momentum fusion Alpha
Investment Vehicles
Oak ridge
Services
Alpha Radial zenith Crest Horizon ember Frontier horizon Delta fusion Pioneer timber
Technology
Vital north Pioneer
Owner & Executives
SCOTT ALAN STRATTON
Chief Compliance Officer, Insurance Agent, Managing Member, President
- CRD
- #4763270
- Ownership
- 75% or more
(602) 415-2136
zenith.zenith@oakcapital.com
in linkedin.com/in/prime-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,693,088 | -- |
| Non-Discretionary | $4,214,911 | -- |
| Total | $19,907,999 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,907,999
Public Funds:
5.6% U.S. Government/Agency:
29.1% Equity - Exchange:
18.1% Cash:
10.0% Corporate - Investment Grade:
21.6% Municipal Bonds:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $435,367,622 | 5.6% |
| U.S. Government/Agency | $2,262,356,752 | 29.1% |
| Equity - Exchange | $1,407,170,351 | 18.1% |
| Cash | $777,442,183 | 10.0% |
| Corporate - Investment Grade | $1,679,275,115 | 21.6% |
| Municipal Bonds | $1,212,809,805 | 15.6% |
| Total | $7,774,421,828 | 100.0% |