Lifestyle Asset Management, Inc.
Firm details
- Headquarters
- Friendswood, Texas
- CRD number
- 157450
- Registered since
- June 7, 2019
- Website
- www.lsaminc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI57.16%
- Individuals40.07%
- Pension & Profit Sharing Plans2.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Lifestyle Asset Management, Inc. is an independent, SEC-registered registered investment adviser operating as a corporation and owned by an individual. The firm provides financial planning and portfolio management services across individual, family, small-business and institutional clients, and also offers pension consulting, selection-of-other-advisers services and publishes periodical content. It bills clients primarily as a percentage of assets under management and on an hourly basis. Lifestyle identifies itself as a capital allocator and uses third‑party managers for nontraditional exposures; it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities16%
- Private Funds3%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Brian Everett
Founder & CEOCRD 1250585
Ross Wegner
Chief Compliance OfficerCRD 7004489
Paul Jackson
Chief Investment Officer & Chief Compliance OfficerCRD 2657314
Contacts
3 of 12Lotte Optekamp
Registered Investment Advisory RepresentativeCRD 2568888
James Latiolais
Financial AdvisorCRD 1409028
Michael Wegner
FounderCRD 1638972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$296M in ETFs
78%
$232M
16%
$64.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $60.8M | 81,416 | 20.51% |
Location
Friendswood, TX
Galveston
Location
Friendswood, TX
Headquartered in Friendswood, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Galveston
- Address
- 211 W Edgewood Dr
- Time zone
- CT (UTC-6)
- Office locations
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