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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

GOALSETTER GOLD

GOALSETTER ADVISORS, LLC, CRD 313765

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:822b45d5-aba9-c2ef-3179-6aaca7a15122

Data as of Jul 21, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 3
On other graphs: 0
Observed: Jun 23, 2021 to Jul 21, 2025
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2025-07-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 5
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-121836
CRD: 313765
Filings on the tape: 15
First filed: Jun 23, 2021
Latest filed: Jul 21, 2025
Organised: Limited Liability Company, DE
Website: goalsetter.co

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ROSE, DEBORAH	CHIEF OPERATING OFFICER	Na	yes	01/2023	Mar 31, 2023	Jul 8, 2024
STUDENTS OF WEALTH INCORPORATED	SOLE MEMBER OF REGISTRANT	E	yes	05/2021	Mar 31, 2023	Jul 8, 2024
Van Court, Tanya	CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER	E	yes	05/2021	Jun 23, 2021	Jul 8, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2023	Mar 30, 2024	n/a	n/a	7	1	n/a	n/a
2022	Mar 31, 2023	n/a	n/a	3	1	n/a	n/a
2021	Mar 31, 2022	n/a	n/a	3	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$0	n/a	n/a	n/a	n/a	5	3	0	0

Relationships

Controls (3)

← ROSE, DEBORAHOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 31, 2023 to Jul 8, 2024factForm ADV
← Van Court, TanyaOwnerCHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER, ownership code E, individual
Jun 23, 2021 to Jul 8, 2024factForm ADV
← STUDENTS OF WEALTH INCORPORATEDOwnerSOLE MEMBER OF REGISTRANT, ownership code E, domestic entity
Mar 31, 2023 to Jul 8, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2023
Control person joined
Deborah Rose (Chief Operating Officer) appeared on Schedule A of Goalsetter Gold
Form ADVobserved 5 days ago
Occurred
Jun 23, 2021
First Form ADV filing
Goalsetter Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Goalsetter Gold no longer on the SEC adviser roster (last listed 2025-12-20)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:822b45d5-aba9-c2ef-3179-6aaca7a15122
First observed: Jun 23, 2021
Last observed: Jul 21, 2025 14 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GOALSETTER GOLD

GOALSETTER ADVISORS, LLC, CRD 313765

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:822b45d5-aba9-c2ef-3179-6aaca7a15122

Data as of Jul 21, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:57 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROSE, DEBORAH

CHIEF OPERATING OFFICER

yes

01/2023

Mar 31, 2023

Jul 8, 2024

STUDENTS OF WEALTH INCORPORATED

SOLE MEMBER OF REGISTRANT

yes

05/2021

Mar 31, 2023

Jul 8, 2024

Van Court, Tanya

CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER

yes

05/2021

Jun 23, 2021

Jul 8, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 30, 2024

n/a

2022

Mar 31, 2023

n/a

2021

Mar 31, 2022

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

n/a