Finances For Real Life
Finances For Real Life is an SEC-registered mass-market adviser with $108.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Finances For Real Life: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324090, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $108.6M (2026-06-03)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 130
- CRD
- 324090
- Ownership
- TORO, WANDA, TERESA; VAN HOOK, PEGGY, SUE
How much AUM does Finances For Real Life have?
Finances For Real Life reported $108.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Finances For Real Life?
Disclosed owners and executives of Finances For Real Life include TORO, WANDA, TERESA, VAN HOOK, PEGGY, SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.