YOUR RICHEST LIFE

YOUR RICHEST LIFE of PLANO, TX is an SEC-registered investment adviser (CRD 171609). Regulatory assets under management: $28.7M.

Registration

• CRD: 171609
• Type: Registered investment adviser
• Location: 500 CENTRAL EXPY, STE 500, PLANO, TX, 75074
• Phone: 469-708-7975
• Latest filing: 2026-03-27
• Regulatory AUM: $28.7M
• Discretionary AUM: $17.1M
• Non-discretionary AUM: $11.7M
• Clients: 2
• Accounts: 110

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171609 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search