Lifespan Financial Strategies, Inc.
Lifespan Financial Strategies, Inc. is an SEC-registered mass-market adviser in Weston, FL with $357.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Lifespan Financial Strategies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119800, SEC 801-128580, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $357.4M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Weston, FL
- Employees
- 6
- Clients
- 515
- CRD
- 119800
- Ownership
- WALSH, LAURA, A; FORMAN, LAURA, WALSH; WALSH, LAURA, ANNE; FORMAN, SHERWOOD, CHARLES; FORMAN, SHERWOOD
How much AUM does Lifespan Financial Strategies, Inc. have?
Lifespan Financial Strategies, Inc. reported $357.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Lifespan Financial Strategies, Inc.?
Disclosed owners and executives of Lifespan Financial Strategies, Inc. include WALSH, LAURA, A, FORMAN, LAURA, WALSH, WALSH, LAURA, ANNE, FORMAN, SHERWOOD, CHARLES, FORMAN, SHERWOOD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.