LIFESTYLE FINANCIAL STRATEGIES, LLC

LIFESTYLE FINANCIAL STRATEGIES, LLC of MIDDLETOWN, CT is an SEC-registered investment adviser (CRD 145846). Regulatory assets under management: $24.8M.

Registration

• CRD: 145846
• Type: Registered investment adviser
• Location: 100 RIVERVIEW CENTER, MIDDLETOWN, CT, 06457
• Phone: 860-344-8356
• Latest filing: 2025-04-15
• Regulatory AUM: $24.8M
• Non-discretionary AUM: $24.8M
• Clients: 1
• Accounts: 83

Business model

Compensation: % of AUM.

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 145846 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search