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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail
- Platforms
- Element north
- Established Date
- 06-04-2025
- Office Locations
- 2
Office Locations
About Mountain Goat Wealth Management LLC
Mountain Goat Wealth Management provides retirement-focused investment management and planning, building customized savings and investing strategies by risk tolerance, time horizon, and objectives and trading on clients’ behalf. Client assets are custodied at Charles Schwab, with 401(k) management available via Future Capital, and insurance solutions offered through Allegis AG. The firm follows its proprietary “Mountain Goat Climb to Retirement” methodology and invests SMAs largely in public funds and ETFs.
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Owner & Executives
Robert Maurice Goodman III
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5392917
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL MAX GOODMAN
Shareholder
- CRD
- #8154520
Cade Jared Hyde
--
- CRD
- #8094497
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,564,304 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,564,304 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,564,304
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $860,524,502 | 15.9% |
| Other | $1,158,190,211 | 21.4% |
| Equity - Exchange | $1,261,020,183 | 23.3% |
| Cash | $1,120,305,484 | 20.7% |
| Derivatives | $1,012,063,409 | 18.7% |
| Total | $5,412,103,789 | 100.0% |