FINANCIAL LIFESTYLE MANAGEMENT

FINANCIAL LIFESTYLE MANAGEMENT of GREENVILLE, TX is an SEC-registered investment adviser (CRD 127138). Regulatory assets under management: $31.1M.

Registration

• CRD: 127138
• Type: Registered investment adviser
• Location: 3101 JOE RAMSEY BLVD. SUITE#107, GREENVILLE, TX, 75401
• Phone: 903-455-1041
• Latest filing: 2026-03-23
• Regulatory AUM: $31.1M
• Discretionary AUM: $31.1M
• Clients: 1
• Accounts: 234

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127138 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search