RIA Intel›Advisers›Colorado›LIFE STORY FINANCIAL, LLC

LIFE STORY FINANCIAL, LLC

Advisory

CO

Data as of Aug 6, 2026 · Source: SEC Form ADV

Average account

$199K

across 51 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, DC

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

25 clients

6 high-net-worth

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

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Advisers of similar size in CO

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

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JAMES MORGAN ASSET MANAGEMENT, LLC

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