Mountain Goat Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services and financial planning primarily to individual clients rather than high‑net‑worth households, offering both discretionary and non‑discretionary portfolio management and hourly financial planning while typically charging asset‑based fees for ongoing management. It manages client accounts directly and also advises on “assets held away,” including defined‑contribution plan participant accounts, using a third‑party technology platform to aggregate and review those holdings.
Portfolios are tailored to documented goals, time horizons and risk tolerances, and the firm may hire sub‑advisors to implement model strategies while conducting initial and annual due diligence and quarterly reviews that include rebalancing and tax‑loss harvesting considerations. Investment analysis methods include fundamental and charting techniques, and clients may impose written restrictions on their accounts; account reviews are triggered by market conditions or client life‑event changes.
Noteworthy distinctions include the firm’s reported absence of a high‑net‑worth client segment and a modest level of assets under management with no stated account minimums, which can affect the scale of mandates offered. The brochure discloses potential conflicts — such as sub‑advisor incentives and an affiliated insurance business that earns separate commissions — and notes that the firm does not vote client proxies, leaving voting to clients unless assistance is requested.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually Over $3,000,000+: 0.90% annually
$250 per hour for financial planning services
Main office
Murray UT
Advisors at this office
3
Most active in
Texas · Utah · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Robert G
CFP®, Series 65
Murray, UT
Mountain Goat Wealth Management LLC
Robert Goodman is a financial advisor at Mountain Goat Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked for Goldman Sachs & Co. for 18 years. In addition to his advisory role, he is involved in insurance sales and service through Allegis AG. Mountain Goat Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individual clients, typically not targeting high-net-worth households. The firm serves a small client base and may use third-party sub-advisors, constructing portfolios based on client goals, risk tolerances, and incorporating various strategies including derivatives when appropriate.
Cade H
Series 65
Murray, UT
Mountain Goat Wealth Management LLC
Cade Hyde is a financial advisor at Mountain Goat Wealth Management LLC with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he was employed at Banqu and is currently involved with The Church of Jesus Christ of Latter-day Saints as a US Southwest Area Planning Analyst. He also works part-time as an insurance agent with Allegis AG. Mountain Goat Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, focusing on a small client base without targeting high-net-worth households. The firm uses a variety of investment strategies and may utilize third-party sub-advisors to manage client accounts.
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