Life Strategies, Inc.
Life Strategies, Inc. is an SEC-registered wealth manager in La Jolla, CA with $121.2M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Life Strategies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167732, SEC 801-131812, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $121.2M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- La Jolla, CA
- Employees
- 2
- Clients
- 115
- CRD
- 167732
- Ownership
- ANDERSON, DOUGLAS, SCOTT
How much AUM does Life Strategies, Inc. have?
Life Strategies, Inc. reported $121.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Life Strategies, Inc.?
Disclosed owners and executives of Life Strategies, Inc. include ANDERSON, DOUGLAS, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.