Lifestyle Wealth

RIASEC Registered

Total AUM

$571M

Discretionary

$571M

100% of AUM

Avg account

$308K

Accounts

1,852

Employees

Advisory reps

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

FINTRX

Overview

Lifestyle Wealth is an independent, individual-owned registered investment adviser that began SEC registration in 2019. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management for business or institutional accounts, selection of other advisers, periodic pension consulting work, and the publication of newsletters or periodicals. Compensation is primarily a percentage of assets under management, with hourly billing available for some services. The firm does not identify as an active ESG investor and does not report multi-state adviser status.