Investment adviser · CRD 154223
LFS WEALTH ADVISORS
Investment adviser filing (IA)
LFS ASSET MANAGEMENT
SAN RAMON, CA, United States · Form ADV filed Mar 10, 2022
- Regulatory AUM
- $210M Form ADV · Item 5.F
- Client accounts
- 463 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 51 | $105,100,000 | 50.0% |
| Individuals | 403 | $102,000,000 | 48.5% |
| Retirement plans | 9 | $3,300,000 | 1.6% |
Filing source
Form ADV 1605407 · Mar 10, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed · Commissions
Principal office
3223 CROW CANYON RD, SUITE 245SAN RAMON, CA, 94583, United States
CRD 154223
Filing source
Form ADV 1605407 · Mar 10, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.