RIA Intel›Advisers›Wisconsin›LIFE'S SANCTUARY FINANCIAL PLANNING, LLC

LIFE'S SANCTUARY FINANCIAL PLANNING, LLC

Advisory

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

Average account

$441K

across 11 accounts

AUM per adviser

$5M

1 advisers

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

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WI

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

TONE FINANCIAL ADVISORS, LLC

$5M

ROSALES WEALTH MANAGEMENT LLC

$5M

ONELEGACY ADVISORS, LLC

GREEN BAY, WI

$5M

BORGER CAPITAL MANAGEMENT LLC

WAUSAU, WI

$4M

RJ HILL'S FINANCIAL SERVICES, LLC

EAU CLAIRE, WI

$4M

FUTURE FIRST FINANCE, LLC

$5M

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