# LIFEPRO ASSET MANAGEMENT, LLC

LIFEPRO ASSET MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 285252
- Type: SEC-registered investment adviser
- SEC file number: 801-118422
- Location: 11512 EL CAMINO REAL, SUITE 100, SAN DIEGO, CA, 92130
- Phone: (888) 543-3776
- Latest filing: 2025-01-23
- Regulatory AUM: $311.3M
- Discretionary AUM: $311.3M
- Clients: 42
- Accounts: 1,105

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Sean David Wickersham | BOARD MEMBER | — |
| Bruce George Donaldson | BOARD MEMBER | — |
| Erin Bartlett Mccann | BOARD MEMBER | — |
| Mitchell Marc Leidner | CFO/TREASURER AND BOARD MEMBER | — |
| Scott N Raider | CHIEF COMPLIANCE OFFICER | — |
| Robert Andrew Reaburn | CHIEF INVESTMENT OFFICER | — |
| Heather Nicole Ulz | CEO AND BOARD MEMBER | — |
| Benjamin Nevejans | PRESIDENT | — |
| POMBRA MANOJ KUMAR | CHIEF COMPLIANCE OFFICER | — |
| LEIDNER MITCHELL MARC | CFO/TREASURER; CFO/TREASURER AND BOARD MEMBER | — |
| WICKERSHAM SEAN DAVID | BOARD MEMBER | — |
| ZIMMERMAN WILLIAM FRANKLIN | CHAIRMAN | — |
| reaburn robert andrew | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR (+1 more) | — |
| ULZ HEATHER NICOLE | CEO; CEO AND BOARD MEMBER; CHIEF EXECUTIVE OFFICER | — |
| MCCANN ERIN BARTLETT | BOARD MEMBER | — |
| DONALDSON BRUCE GEORGE | BOARD MEMBER | — |
| RAIDER SCOTT N | CHIEF COMPLIANCE OFFICER | — |
| Nevejans Benjamin | PRESIDENT | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Branch offices (84)

_Showing 15 of 84 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| KINGWOOD | TX | 2 | 8014037799 |
| COTTONWOOD HEIGHTS | UT | 2 | 8015185409 |
| KINGWOOD | TX | 2 | 8014037799 |
| COTTONWOOD HEIGHTS | UT | 2 | 8015185409 |
| COTTONWOOD HEIGHTS | UT | 2 | 8015185409 |
| KINGWOOD | TX | 2 | 8014037799 |
| BEVERLY HILLS | CA | 1 | 8885433776 |
| CARLSBAD | CA | 1 | 8885433776 |
| HUNTINGTON BEACH | CA | 1 | 7144547719 |
| — | — | 1 | 8437359752 |
| MONROE TWP | NJ | 1 | 888-543-3776 |
| — | — | 1 | 8885433776 |
| LA VERNE | CA | 1 | 888-543-3776 |
| SAN LUIS OBISPO | CA | 1 | 888-543-3776 |
| — | — | 1 | 702-293-3003 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285252/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285252/similar
- Related entities: https://search.stillhousedata.com/firm/285252/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285252

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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.