LIFEFOCUS FINANCIAL ADVISORS, LLC

LIFEFOCUS FINANCIAL ADVISORS, LLC of WALLA WALLA, WA is an SEC-registered investment adviser (CRD 136020). Regulatory assets under management: $103.5M.

Registration

• CRD: 136020
• SEC file number: 801-136650
• Type: Registered investment adviser
• Location: 420 WELLINGTON AVE, SUITE 101, WALLA WALLA, WA, 99362
• Phone: 509-526-4521
• Latest filing: 2026-06-16
• Regulatory AUM: $103.5M
• Discretionary AUM: $103.5M
• Clients: 2
• Accounts: 225

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136020 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search