RIA Intel›Advisers›Michigan›FINANCIAL LIFE MANAGEMENT LLC

FINANCIAL LIFE MANAGEMENT LLC

Advisory

MI

Data as of May 5, 2026 · Source: SEC Form ADV

Rank in MI
#454
of 521 advisers by AUM
Average account
$226K
across 302 accounts
AUM per adviser
$68M
1 adviser

Source: SEC Form ADV. Figures as filed May 5, 2026.

Total AUM
$68M
Discretionary %
99.6%
Clients
93
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$68M
Discretionary AUM$68M
Non-Discretionary AUM$275K
Discretionary %99.6%
Total Clients93
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

TRANSPORTATION RESOURCE ADVISORS, LLC
BIRMINGHAM, MI
$68M
-7.8% 1Y
MICHIGAN ADVISORS, INC
SOUTHFIELD, MI
$68M
+10.1% 1Y
PENSION PORTFOLIO MANAGEMENT, LLC
LANSING, MI
$69M
-3.9% 1Y
SAUNDERS FINANCIAL LLC
LIVONIA, MI
$69M
ADVIZE WEALTH MANAGEMENT PLLC
ROCHESTER, MI
$69M
MAINSTREET FINANCIAL ADVISORS, LLC
KALAMAZOO, MI
$69M
+0.1% 1Y

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