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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lifespan Financial Strategies Inc
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|---|---|
| CRD # | 119800 |
| SEC # | 801-128580 |
| CIK # | |
| AUM | $304.8 M (2025-04-09) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 954-385-7812 |
| Address | 1655 North Commerce Parkway Weston, FL 33326 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 403 | 149.3 |
| (b) Individuals (high net worth individuals) | 68 | 155.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,061 | 304.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,061 | 304.8 |
| Total | 1,061 | 304.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.8 | |
| Total | 1,061 | 304.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cadence Wealth Management LLC
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|
MA | 0.3 |
|
United Financial Planning Group LLC
✚
|
NY | 0.3 |
|
MZ KARK & Associates Inc
✚
|
CO | 0.3 |
|
HMV Wealth Advisors LLC
✚
|
LA | 0.3 |
|
HW Capital LLC
✚
|
CA | 0.3 |
|
Validus Growth Investors LLC
✚
|
CA | 0.3 |
|
Veridan Wealth LLC
✚
|
OR | 0.3 |
|
Wise Wealth LLC
✚
|
MO | 0.3 |
|
Kellett Wealth Advisors LLC
✚
|
OH | 0.3 |
|
Lagoda Investment Management LP
✚
|
NY | 0.3 |