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| Lifesteps Financial Inc
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|---|---|
| CRD # | 153852 |
| SEC # | 801-71544 |
| CIK # | 0001801373 |
| AUM | 442.7 M (2026-06-30) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 909-267-3770 |
| Address | 250 West First Street Claremont, CA 91711 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.1 | ||
| Apple Inc | 8.3 | ||
| Microsoft Corp | 5.3 | ||
| J P Morgan Chase & Co | 3.7 | ||
| US Bancorp de | 3.0 | ||
| Amazon Com Inc | 2.5 | ||
| AbbVie Inc | 1.8 | ||
| Caterpillar Inc | 1.8 | ||
| Alphabet Inc | 1.5 | ||
| Costco Wholesale Corp /NEW | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 572 | 154.2 |
| (b) Individuals (high net worth individuals) | 97 | 273.0 |
| (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 | 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 | 11 | 15.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,191 | 442.7 |
| By Discretionary | ||
| Discretionary | 733 | 341.0 |
| Non-Discretionary | 458 | 101.7 |
| Total | 1,191 | 442.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 440.1 | |
| Total | 1,191 | 442.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801373] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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