RIA Intel›Advisers›Arizona›WEALTH FOR LIFE, LLC

WEALTH FOR LIFE, LLC

Advisory

AZ

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$407K
across 52 accounts
AUM per adviser
$21M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$21M
Discretionary %
100%
Clients
26
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

WEST COAST CAPITAL MANAGEMENT, LLC
GILBERT, AZ
$21M
NABERS WEALTH LLC
SCOTTSDALE, AZ
$21M
+57.5% 1Y
NERGARD WEALTH MANAGEMENT, LLC
$21M
RK RETIREMENT SOLUTIONS LLC
$22M
PRISM CAPITAL ADVISORS, LLC
SCOTTSDALE, AZ
$22M
+104.8% 1Y
OVERSON ADVISORY GROUP LLC
MESA, AZ
$22M

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