Lifestyle Wealth

RIASEC Registered
Total AUM
$571M
Discretionary
$571M
100% of AUM
Avg account
$308K
Accounts
1,852
Employees
13
Advisory reps
16

Firm details

Headquarters
Friendswood, Texas
CRD number
157450
Registered since
June 7, 2019
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

FINTRX

Overview

Lifestyle Wealth is an independent, individual-owned registered investment adviser that began SEC registration in 2019. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management for business or institutional accounts, selection of other advisers, periodic pension consulting work, and the publication of newsletters or periodicals. Compensation is primarily a percentage of assets under management, with hourly billing available for some services. The firm does not identify as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Exchange Traded Equities 16%, Private Funds 3%, Cash & Cash Equivalents 3%78%
  • Public Funds/Mutual Funds78%
  • Exchange Traded Equities16%
  • Private Funds3%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 47

Active vs passive

$330M in ETFs

Passive

77%

$255M

Active

18%

$75.6M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$64M83,89219.37%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth