RIA Intel›Advisers›Texas›YOUR RICHEST LIFE, LLC

YOUR RICHEST LIFE, LLC

Advisory

PLANO, TX

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in TX

#2,000

of 2,813 advisers by AUM

Average account

$261K

across 110 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$29M

Discretionary AUM$17M

Non-Discretionary AUM$12M

Discretionary %59.3%

Total Clients38

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

38 clients

8 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

MERAKI ADVISORS LLC

$29M

NORTHVIEW ASSET MANAGEMENT, INC.

$29M

WILLIAM ROANE SKEETERS, INC.

$29M

CIRCADIA FINANCIAL PLANNING LLC

$29M

SANSOTERRA GROUP LLC

$29M

CAMPBELL HENDERSON & CO

$29M

Get the full picture on YOUR RICHEST LIFE, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track YOUR RICHEST LIFE, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans