Financial Life Advisors
Financial Life Advisors is an SEC-registered wealth manager in San Antonio, TX with $366.3M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Financial Life Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128502, SEC 801-111024, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $366.3M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- San Antonio, TX
- Employees
- 11
- Clients
- 209
- CRD
- 128502
- Ownership
- KFBG HOLDINGS, LLC; FRANCIS, KIRK, WARREN; GURWITZ, BENJAMIN, DAVID; BEN GURWITZ LIVING TRUST; MORRIS, NATHANIEL, ADAM
How much AUM does Financial Life Advisors have?
Financial Life Advisors reported $366.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Financial Life Advisors?
Disclosed owners and executives of Financial Life Advisors include KFBG HOLDINGS, LLC, FRANCIS, KIRK, WARREN, GURWITZ, BENJAMIN, DAVID, BEN GURWITZ LIVING TRUST, MORRIS, NATHANIEL, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.