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| Happy Holidays!! thanks for using AUM13F!! |
| Lifestyle Asset Management Inc
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| CRD # | 157450 |
| SEC # | 801-116746 |
| CIK # | 0001845675 |
| AUM | $399.2 M (2025-05-07) |
| Employees | 13 (100% Investors, 46% Brokers) |
| Phone | 281-612-2035 |
| Address | 211 West Edgewood Friendswood, TX 77546 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001845675 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 6.7 | ||
| Nvidia Corp | 2.6 | ||
| Facebook Inc | 2.3 | ||
| Apple Inc | 2.1 | ||
| Comfort Systems USA Inc | 2.1 | ||
| Netflix Inc | 2.0 | ||
| Applovin Corp | 1.8 | ||
| Fortinet Inc | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Celestica Inc | 1.6 | ||
| Coach Inc | 1.5 | ||
| Medpace Holdings Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 564 | 180.7 |
| (b) Individuals (high net worth individuals) | 99 | 201.0 |
| (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 | 7 | 17.5 |
| (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 | 1,294 | 399.2 |
| By Discretionary | ||
| Discretionary | 1,294 | 399.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,294 | 399.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 398.1 | |
| Total | 1,294 | 399.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845675] |
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|---|---|---|
|
Pitzl Financial LLC
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|
MN | 0.4 |
|
Measured Risk Portfolios Inc
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CA | 0.4 |
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Kestrel Partners LLP
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0.4 | |
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Terra Wealth Management LLC
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NC | 0.4 |
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Pavion Blue Capital LLC
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CA | 0.4 |
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Elevated Financial Group LLC
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IN | 0.4 |
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Hayek Kallen Investment Management LLC
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|
AL | 0.4 |
|
Zullo Investment Group Inc
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|
PA | 0.4 |
|
Bankoh Investment Services Inc
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|
HI | 0.4 |
|
PhD Consulting LLC
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|
KS | 0.4 |