Lifestyle Asset Management, Inc.
Lifestyle Asset Management, Inc. is an SEC-registered mass-market adviser in Friendswood, TX with $571.2M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Lifestyle Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157450, SEC 801-116746, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $571.2M (2026-01-28)
- Firm type
- Mass-Market Adviser
- Location
- Friendswood, TX
- Employees
- 13
- Clients
- 928
- CRD
- 157450
- Ownership
- JACKSON, PAUL, BRIAN; WEGNER, MICHAEL, ALLEN; Wegner, Ross, Allen
How much AUM does Lifestyle Asset Management, Inc. have?
Lifestyle Asset Management, Inc. reported $571.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Lifestyle Asset Management, Inc.?
Disclosed owners and executives of Lifestyle Asset Management, Inc. include JACKSON, PAUL, BRIAN, WEGNER, MICHAEL, ALLEN, Wegner, Ross, Allen. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.