RIA Intel›Advisers›California›LIFE BY DESIGN INVESTMENT ADVISORY SERVICES

LIFE BY DESIGN INVESTMENT ADVISORY SERVICES

Advisory

DANA POINT, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA
#3,316
of 5,480 advisers by AUM
Average account
$427K
across 134 accounts
AUM per adviser
$57M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$57M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$57M
Discretionary AUM$57M
Non-Discretionary AUM$487K
Discretionary %99.1%
Total Clients55
Team
Total Employees4
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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