Lifesteps Financial
Lifesteps Financial is an SEC-registered mass-market adviser in Claremont, CA with $442.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Lifesteps Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153852, SEC 801-71544, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $442.7M (2026-06-30)
- Firm type
- Mass-Market Adviser
- Location
- Claremont, CA
- Employees
- 9
- Clients
- 680
- CRD
- 153852
- Ownership
- GRAHAM, JOHN, MARTIN; FORD, HENRY, MILTON; BERGQUIST, ERIC, VINCENT ROSS
How much AUM does Lifesteps Financial have?
Lifesteps Financial reported $442.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Lifesteps Financial?
Disclosed owners and executives of Lifesteps Financial include GRAHAM, JOHN, MARTIN, FORD, HENRY, MILTON, BERGQUIST, ERIC, VINCENT ROSS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.