Lifeway Financial Corporation
Lifeway Financial Corporation is an SEC-registered wealth manager in Plano, TX with $358.7M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Lifeway Financial Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114276, SEC 801-61800, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $358.7M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Plano, TX
- Employees
- 5
- Clients
- 168
- CRD
- 114276
- Ownership
- HENSLEY, SUSAN, LUCILLE; BRUNSON, DAVID, THOMAS; MCKEE, GERROND, DALLAS; TOUCHSTONE, TREY, HOUSTON; GARCIA, LACEY, SUSANNA
How much AUM does Lifeway Financial Corporation have?
Lifeway Financial Corporation reported $358.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Lifeway Financial Corporation?
Disclosed owners and executives of Lifeway Financial Corporation include HENSLEY, SUSAN, LUCILLE, BRUNSON, DAVID, THOMAS, MCKEE, GERROND, DALLAS, TOUCHSTONE, TREY, HOUSTON, GARCIA, LACEY, SUSANNA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.