# LIFE BY DESIGN INVESTMENT ADVISORY SERVICES

LIFE BY DESIGN INVESTMENT ADVISORY SERVICES of DANA POINT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 301816
- Type: SEC-registered investment adviser
- Location: 34179 GOLDEN LANTERN ST., DANA POINT, CA, 92629
- Phone: (714) 541-4180
- Latest filing: 2026-03-25
- Regulatory AUM: $57.2M
- Discretionary AUM: $56.7M
- Non-discretionary AUM: $487K
- Clients: 4
- Accounts: 134

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301816/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301816/similar
- Related entities: https://search.stillhousedata.com/firm/301816/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301816

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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.