Life Strategies, Inc.

RIASEC RegisteredEst. 2025

Total AUM

$121M

Discretionary

$121M

100% of AUM

Avg account

$451K

Accounts

269

Employees

Advisory reps

Firm details

Headquarters: Cardiff, California
CRD number: 167732
Registered since: January 10, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI53%
Individuals47%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Life Strategies, Inc. is an independent registered investment adviser that serves individuals and families, with portfolio management for individuals and small businesses and integrated financial planning. The firm also operates as an insurance broker, which indicates it blends investment advisory services with distribution of insurance products. Its business model uses a mix of percentage-of-AUM and fixed-fee billing. Life Strategies is owned by an individual and was registered with the SEC in 2025. The firm does not market itself as an ESG investor and is not structured as a multi-state or related adviser.