Michael Max Goodman

Employer firm

Mountain Goat Wealth Management LLC CRD 332464

$6.56M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Mountain Goat Wealth Management Llc

Murray, UT • United States

Current Registrations

Authority	Category	Status	Date
WY	RA	APPROVED	2026-02-11
TX	RA	APPROVED	2025-11-21
UT	RA	APPROVED	2025-09-04

WY RA
APPROVED

Since 2026-02-11
TX RA
APPROVED

Since 2025-11-21
UT RA
APPROVED

Since 2025-09-04

Branch Locations

Conroe, TX • United States

Murray, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mountain Goat Wealth Management Llc	Salt Lake City	UT	09/2025	Present
Guardian Plug & Abandonment	Conroe	TX	07/2023	Present
Environmental Resources Management	Houston	TX	05/2019	06/2023
Full-Time Student	Provo	UT	06/2014	05/2019

09/2025 → Present

Mountain Goat Wealth Management Llc

Salt Lake City, UT
07/2023 → Present

Guardian Plug & Abandonment

Conroe, TX
05/2019 → 06/2023

Environmental Resources Management

Houston, TX
06/2014 → 05/2019

Full-Time Student

Provo, UT

Other Businesses

GUARDIAN PLUG & ABANDONMENT; NOT INV REL; CONROE, TX; OIL AND GAS CO.; GENERAL MANAGER; START 07/2023; APPROX 160 HRS/MO; 0 HRS DURING SEC TRADING; ENVIRONMENTAL CONSULTING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-16

S65 Uniform Investment Adviser Law Examination

2025-08-16

View on SEC IAPD