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| Keyboard |
| Life Strategies Inc
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|---|---|
| CRD # | 167732 |
| SEC # | 801-131812 |
| CIK # | |
| AUM | 121.2 M (2026-02-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 916-541-3846 |
| Address | 4250 Executive Square La Jolla, CA 92037 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 57.0 |
| (b) Individuals (high net worth individuals) | 27 | 64.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 269 | 121.2 |
| By Discretionary | ||
| Discretionary | 269 | 121.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 269 | 121.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.2 | |
| Total | 269 | 121.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arbalpha Capital LLC
✚
|
FL | 121.6 M |
|
Boston Portfolio Advisers LLC
✚
|
MA | 121.5 M |
|
Blue Haven Capital LLC
✚
|
IL | 121.5 M |
|
GIRA & GIRA Investment Advisors LLC
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|
VA | 121.4 M |
|
Allen Financial Management LLC
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|
MI | 121.2 M |
|
Resnick Wealth Alliance LLC
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|
FL | 121.1 M |
|
West Financial Strategies Inc
✚
|
NC | 121.0 M |
|
Wellington Capital Management Inc
✚
|
120.9 M | |
|
Jbglobalcom LLC
✚
|
NY | 120.9 M |
|
Craft Asset Management LLC
✚
|
FL | 120.8 M |