RIA Intel›Advisers›Arizona›LIFESTYLE PLANNING, LLC

LIFESTYLE PLANNING, LLC

Advisory

CHANDLER, AZ

Data as of Jul 21, 2026 · Source: SEC Form ADV

Average account

$197K

across 218 accounts

AUM per adviser

$14M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 21, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$43M

Discretionary AUM$0

Non-Discretionary AUM$43M

Discretionary %0%

Total Clients58

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, NV, TX

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

58 clients

16 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 AZ

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

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CAPITAL ASSET ADVISORS LLC.

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