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| Lifestyle Asset Management Inc
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| CRD # | 157450 |
| SEC # | 801-116746 |
| CIK # | 0001845675 |
| AUM | 571.2 M (2026-01-28) |
| Employees | 13 (100% Investors, 77% Brokers) |
| Phone | 281-612-2035 |
| Address | 211 West Edgewood Friendswood, TX 77546 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001845675 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Western Digital Corp | 6.1 | ||
| Micron Technology Inc | 4.3 | ||
| Comfort Systems USA Inc | 4.3 | ||
| Apple Inc | 4.2 | ||
| Fortinet Inc | 4.2 | ||
| Nvidia Corp | 4.0 | ||
| Alphabet Inc | 3.4 | ||
| SPDR Gold Trust | 3.4 | ||
| Amazon Com Inc | 3.0 | ||
| Celestica Inc | 3.0 | ||
| Medpace Holdings Inc | 2.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 759 | 228.9 |
| (b) Individuals (high net worth individuals) | 163 | 326.5 |
| (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 | 6 | 15.8 |
| (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 | 1,852 | 571.2 |
| By Discretionary | ||
| Discretionary | 1,852 | 571.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,852 | 571.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 569.3 | |
| Total | 1,852 | 571.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845675] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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