Investment adviser · CRD 285252
LIFEPRO ASSET MANAGEMENT
Investment adviser filing (IA)
LIFEPRO ASSET MANAGEMENT, LLC
SAN DIEGO, CA, United States · Form ADV filed Jan 23, 2025
- Regulatory AUM
- $311M Form ADV · Item 5.F
- Client accounts
- 1,105 Accounts, not individual clients
- Employees
- 42 Reported in this filing
- Advisory professionals
- 40 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 |
|---|---|---|---|
| Individuals | 1,049 | $167,875,451 | 53.9% |
| High-net-worth individuals | 55 | $138,715,717 | 44.6% |
| Charities | Fewer than 5 | $4,739,383 | 1.5% |
Filing source
Form ADV 1930653 · Jan 23, 2025 · 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: Jan 23, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
11512 EL CAMINO REAL, SUITE 100SAN DIEGO, CA, 92130, United States
CRD 285252
Filing source
Form ADV 1930653 · Jan 23, 2025 · 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.