# FINANCES FOR LIFE, LLC

FINANCES FOR LIFE, LLC of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 166163
- Type: SEC-registered investment adviser
- Location: 5857 OWENS AVENUE, CARLSBAD, CA, 92008
- Phone: 877-335-4110
- Latest filing: 2026-02-22
- Regulatory AUM: $793K
- Non-discretionary AUM: $793K
- Clients: 1
- Accounts: 6

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166163/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166163/similar
- Related entities: https://search.stillhousedata.com/firm/166163/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166163

---

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.