# LIFE&WEALTH ADVISORS, INC.

LIFE&WEALTH ADVISORS, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135292
- Type: SEC-registered investment adviser
- SEC file number: 801-64230
- 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)

| Name | Role | Location |
| --- | --- | --- |
| GARDNER GARY PAUL | CHIEF COMPLIANCE OFFICER; PRESIDENT/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135292/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135292/similar
- Related entities: https://search.stillhousedata.com/firm/135292/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135292

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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.