LIFESTYLE ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- FRIENDSWOOD, Texas
- CRD number
- 157450
- Registered since
- June 7, 2019
- Website
- www.lsaminc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI57.16%
- Individuals40.07%
- Pension & Profit Sharing Plans2.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Lifestyle Asset Management, Inc. is an independent registered investment adviser formed in 2019 and owned by an individual principal. The firm serves both individual/family clients and institutional accounts, acting as a capital allocator that sources third‑party managers alongside in‑house portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, pension consulting-type services, and the publication of periodic investment commentary. Fee arrangements combine a percentage of assets under management with the option for hourly charges. The firm does not identify as an active ESG investor and is not characterized as a multi‑state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities16%
- Private Funds3%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3BRIAN EVERETT
Founder & CEOCRD 1250585
Ross Wegner
Chief Compliance OfficerCRD 7004489
PAUL JACKSON
Chief Investment Officer & Chief Compliance OfficerCRD 2657314
Contacts
3 of 11LOTTE OPTEKAMP
Registered Investment Advisory RepresentativeCRD 2568888
JAMES LATIOLAIS
Financial AdvisorCRD 1409028
MICHAEL WEGNER
FounderCRD 1638972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$242M in ETFs
85%
$206M
9%
$35.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $40.7M | 62,546 | 16.84% |
Location
FRIENDSWOOD, TX
GALVESTON
Location
FRIENDSWOOD, TX
Headquartered in FRIENDSWOOD, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- GALVESTON
- Address
- 211 W Edgewood Dr
- Time zone
- CT (UTC-6)
- Office locations
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