RIA Intel›Advisers›Georgia›LIFESTYLE FINANCIAL SERVICES, LLC

LIFESTYLE FINANCIAL SERVICES, LLC

Advisory

GA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$130K

across 22 accounts

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

22 clients

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

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Advisers of similar size in GA

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

ABACUS WEALTH FACTORS, LLC

$3M

INFINITY FINANCIAL WEALTH MANAGEMENT LLC

$3M

ELITE WEALTHCARE LLC

$3M

$3M

BJM FINANCIAL INC

$3M

AON RETIREMENT PLAN ADVISORS, LLC

$3M

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