GoalFusion Wealth Management, LLC

Entity
Company
Business address
7611 Creekbluff Drive, 78750 Austin, TX
Phone
512-593-6367
State of incorporation
TX
Fiscal year end
December 31
13F signature
Jared McBride - Chief Compliance Officer
All SEC filings
View on sec.gov
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GoalFusion Wealth Management, LLC has filed 18 SEC EDGAR filings since 1/31/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 21, 2025 Sep 30, 2025 028-21537
N-PX Open Document Open Filing Aug 19, 2025 Jun 30, 2025 028-21537
13F-HR Open Document Open Filing Jul 16, 2025 Jun 30, 2025 028-21537
13F-HR Open Document Open Filing May 1, 2025 Mar 31, 2025 028-21537
13F-HR Open Document Open Filing Jan 15, 2025 Dec 31, 2024 028-21537
13F-HR Open Document Open Filing Oct 7, 2024 Sep 30, 2024 028-21537
N-PX Open Document Open Filing Aug 7, 2024 Aug 7, 2024 028-21537
13F-HR Open Document Open Filing Jul 18, 2024 Jun 30, 2024 028-21537
13F-HR Open Document Open Filing Apr 3, 2024 Mar 31, 2024 028-21537
13F-HR Open Document Open Filing Jan 3, 2024 Dec 31, 2023 028-21537
13F-HR Open Document Open Filing Oct 10, 2023 Sep 30, 2023 028-21537
13F-HR Open Document Open Filing Jul 17, 2023 Jun 30, 2023 028-21537
13F-HR Open Document Open Filing Apr 3, 2023 Mar 31, 2023 028-21537
13F-HR Open Document Open Filing Feb 10, 2023 Dec 31, 2022 028-21537
13F-HR Open Document Open Filing Oct 24, 2022 Sep 30, 2022 028-21537
13F-HR Open Document Open Filing Jul 29, 2022 Jun 30, 2022 028-21537
13F-HR Open Document Open Filing May 6, 2022 Mar 31, 2022 028-21537
13F-HR Open Document Open Filing Jan 31, 2022 Dec 31, 2021 028-21537