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Mountain Goat Wealth Management LLC

Mountain Goat Wealth Management LLC. CRD 332464

M

CRD: 332464

Mountain Goat Wealth Management LLC

Murray, UT
3853476776
mountaingoatwealth.com
$6.6M Total AUM
$6.6M Disc. AUM
-- 3Y CAGR
3 Employees
71 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
Clients
Retail
Platforms
Element northQuantum +more
Established Date
06-04-2025
Office Locations
2

Office Locations

-- Conroe TX
-- Murray UT

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.

Team overview

-- AVG AGE
$2.2M AVG AUM / ADVISOR
$92.5K AVG AUM / CLIENT
0.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Bridge pioneer Ember Signal Atlas catalyst Catalyst Vertex horizon Summit Vector

Client Personas

Eagle harbor Optima legacy

Custodian

Capital Radial Horizon insight Matrix momentum Ember Crest Vital optima Vertex fusion Bridge Prime Pathway wave Horizon

Fund Managers

Value vector

Investment Themes

Radial legacy Alpha Ember atlas Signal Legacy signal Momentum pioneer Vector glacier Foundation atlas Optima unison

Investment Vehicles

Horizon Element matrix

Platform

Peak

Services

Vector foundation Prime Catalyst harbor Ember Meridian Vertex Crest Delta Quantum pioneer Pathway vector

Technology

Legacy matrix Signal prime Crest

Owner & Executives

R

Robert Maurice Goodman III

Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#5392917
Ownership
75% or more
(203) 280-2365
pioneer.vector@unisoncapital.com
in linkedin.com/in/summit-north

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Contacts

M

MICHAEL MAX GOODMAN

Shareholder

CRD
#8154520
(595) 293-9936
delta.beacon@catalystcapital.com
in linkedin.com/in/catalyst-timber
C

Cade Jared Hyde

--

CRD
#8094497
(259) 520-8013
summit.eagle@peakcapital.com
in linkedin.com/in/atlas-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$6.6M Total SMA
Public Funds:
15.9%
Other:
21.4%
Equity - Exchange:
23.3%
Cash:
20.7%
Derivatives:
18.7%
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%

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