FINANCES FOR LIFE, LLC

FINANCES FOR LIFE, LLC of CARLSBAD, CA is an SEC-registered investment adviser (CRD 166163). Regulatory assets under management: $793K.

Registration

• CRD: 166163
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166163 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search