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⚲
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| Financial Life Advisors LLC
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|
|---|---|
| CRD # | 128502 |
| SEC # | 801-111024 |
| CIK # | 0001730813 |
| AUM | $345.8 M (2025-05-05) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 210-918-8998 |
| Address | 14607 San Pedro Ave San Antonio, TX 78232 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 4.8 | ||
| Healthsouth Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 37.9 |
| (b) Individuals (high net worth individuals) | 117 | 259.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 40.3 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 710 | 345.8 |
| By Discretionary | ||
| Discretionary | 676 | 292.5 |
| Non-Discretionary | 34 | 53.2 |
| Total | 710 | 345.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 345.8 | |
| Total | 710 | 345.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730813] |
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