Lexington Financial/life Management, LLC
Lexington Financial/life Management, LLC is an SEC-registered wealth manager in Nashville, TN with $106.8M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Lexington Financial/life Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127618, SEC 801-130899, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $106.8M (2026-04-29)
- Firm type
- Wealth Manager
- Location
- Nashville, TN
- Employees
- 6
- Clients
- 44
- CRD
- 127618
- Ownership
- LEXINGTON WEALTH MANAGEMENT, LLC; BIRD, RYAN, SHARP; PURE ACQUISITIONS II, LLC; JONES, DAVID, NEIL; PURE AQUISITIONS II, LLC
How much AUM does Lexington Financial/life Management, LLC have?
Lexington Financial/life Management, LLC reported $106.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Lexington Financial/life Management, LLC?
Disclosed owners and executives of Lexington Financial/life Management, LLC include LEXINGTON WEALTH MANAGEMENT, LLC, BIRD, RYAN, SHARP, PURE ACQUISITIONS II, LLC, JONES, DAVID, NEIL, PURE AQUISITIONS II, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.