Lifeguide Financial Advisors, LLC
Lifeguide Financial Advisors, LLC is an SEC-registered mass-market adviser in Mechanicsburg, PA with $562.9M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Lifeguide Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284842, SEC 801-108442, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $562.9M (2026-06-15)
- Firm type
- Mass-Market Adviser
- Location
- Mechanicsburg, PA
- Employees
- 25
- Clients
- 778
- CRD
- 284842
- Ownership
- LUTZ, DAVID, ISAAC; DENLINGER, DOUGLAS, KIRT; LASSE, BRIEN, JON; MOSLEY, DEREK, GLEN; Hess, Matthew, Lawrence
How much AUM does Lifeguide Financial Advisors, LLC have?
Lifeguide Financial Advisors, LLC reported $562.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Lifeguide Financial Advisors, LLC?
Disclosed owners and executives of Lifeguide Financial Advisors, LLC include LUTZ, DAVID, ISAAC, DENLINGER, DOUGLAS, KIRT, LASSE, BRIEN, JON, MOSLEY, DEREK, GLEN, Hess, Matthew, Lawrence. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.