LIFE&WEALTH ADVISORS, INC.

LIFE&WEALTH ADVISORS, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 135292). Regulatory assets under management: $42.0M.

Registration

• CRD: 135292
• SEC file number: 801-64230
• Type: Registered investment adviser
• Location: 1399 YGNACIO VALLEY ROAD, SUITE 29, WALNUT CREEK, CA, 94598
• Phone: (925) 937-7800
• Latest filing: 2011-05-27
• Regulatory AUM: $42.0M
• Discretionary AUM: $41.3M
• Non-discretionary AUM: $702K
• Clients: 1
• Accounts: 251

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 135292 on SEC IAPD (source of record)
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