Good Life Asset Strategies, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 165613
· Fort Worth, TX
· www.linkedin.com
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ADV data as of Jun 22, 2026
- Regulatory AUM
- $44.5M
- Discretionary
- $44.5M
- Clients
- 89
- Avg AUM / client
- $500K
- Accounts
- 89
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 64 | $11.5M | 25.8% |
| High net worth individuals | 25 | $33.0M | 74.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leonard Dewayne Hall | Registered representative | Oct 2018 (8y) | ||
| Justin Owen Hall | Registered representative | CFP | Jul 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $37.9M (85% of AUM) Jun 2026
- Interactive Brokers $6.6M (15% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗