# LIFESTYLE ASSET MANAGEMENT, INC.

LIFESTYLE ASSET MANAGEMENT, INC. of FRIENDSWOOD, TX is an SEC-registered investment adviser.

## Registration

- CRD: 157450
- Type: SEC-registered investment adviser
- SEC file number: 801-116746
- Location: 211 WEST EDGEWOOD, SUITE 300, FRIENDSWOOD, TX, 77546
- Phone: 281-612-2035
- Latest filing: 2026-07-15
- Regulatory AUM: $571.2M
- Discretionary AUM: $571.2M
- Clients: 13
- Accounts: 1,852

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Paul Brian Jackson | CHIEF INVESTMENT OFFICER | — |
| Michael Allen Wegner | PRESIDENT | — |
| Ross Allen Wegner | CHIEF COMPLIANCE OFFICER | — |
| JACKSON PAUL BRIAN | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER | — |
| WEGNER MICHAEL ALLEN | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157450/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157450/similar
- Related entities: https://search.stillhousedata.com/firm/157450/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157450

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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.