|
⚲
|
| Lifefocus Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 136020 |
| SEC # | 801-136650 |
| CIK # | |
| AUM | $103.5 M (2026-06-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 509-526-4521 |
| Address | 420 Wellington Ave Walla Walla, WA 99362 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 18.5 |
| (b) Individuals (high net worth individuals) | 36 | 71.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 14.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 225 | 103.5 |
| By Discretionary | ||
| Discretionary | 225 | 103.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 225 | 103.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.5 | |
| Total | 225 | 103.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bright Lake Wealth Management LLC
✚
|
CA | 0.1 |
|
AG Financial LLC
✚
|
UT | 0.1 |
|
Seaside Wealth Advisors LLC
✚
|
NC | 0.1 |
|
Stage Wealth Management Inc
✚
|
0.1 | |
|
Naylor & Company Investments LLC
✚
|
0.1 | |
|
Riverstone Asset Management LLC
✚
|
KY | 0.1 |
|
Moralis Technologies LLC
✚
|
PA | 0.1 |
|
Eagle Capital Advisors LLC
✚
|
CT | 0.1 |
|
Pearl Wealth Group LLC
✚
|
0.1 | |
|
Opportunus Wealth Management LLC
✚
|
0.1 |