GOOD LIFE ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.35B |
| Discretionary | $4.32B99% of AUM |
| Non-Discretionary | $31.5M |
| Client Accounts | 21,842 |
| Avg Account Size | $199K |
| Employees | 135 |
| Peak AUM | $4.35BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.4B | +24.3% | +22.2% | +18.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $4.35B |
| Discretionary | $4.32B |
| Employees | 135 |
| Client Accounts | 21842 |
| Client Range | 101-250 |
Contact & Location
Address
1420 CELEBRATION BLVD.
CELEBRATION FL 34747
Phone
407-477-4887
Filing History
120 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)PublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.3B
99.3% of AUM
Non-Discretionary
$31M
0.7% of AUM
Disc. mix ▲ 7.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Mar 2024
•Felony conviction
•Investment-related felony
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Pension Consultant