# LIFESPAN FINANCIAL STRATEGIES, INC.

LIFESPAN FINANCIAL STRATEGIES, INC. of WESTON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 119800
- Type: SEC-registered investment adviser
- SEC file number: 801-128580
- Location: 1655 NORTH COMMERCE PARKWAY, SUITE 203, WESTON, FL, 33326
- Phone: 954-385-7812
- Latest filing: 2026-03-18
- Regulatory AUM: $357.4M
- Non-discretionary AUM: $357.4M
- Clients: 6
- Accounts: 1,209

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Laura Anne Walsh | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| Sherwood Charles Forman | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Raquel Forman | WEALTH ADVISOR/OWNER | — |
| WALSH KATHLEEN ANNE | PRESIDENT | — |
| WALSH LAURA A | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| FORMAN LAURA WALSH | PRESIDENT | — |
| FORMAN SHERWOOD | CHIEF COMPLIANCE OFFICER | — |
| FORMAN SHERWOOD CHARLES | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119800/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119800/similar
- Related entities: https://search.stillhousedata.com/firm/119800/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119800

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.