LIFE BALANCE FINANCIAL

LIFE BALANCE FINANCIAL of HOUSTON, TX is an SEC-registered investment adviser (CRD 291718).

Registration

• CRD: 291718
• Type: Registered investment adviser
• Location: 1334 BRITTMOORE RD., HOUSTON, TX, 77043
• Phone: 281-794-0969
• Latest filing: 2026-03-23
• Clients: 4

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291718 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search