LIFE BY DESIGN INVESTMENT ADVISORY SERVICES

LIFE BY DESIGN INVESTMENT ADVISORY SERVICES of DANA POINT, CA is an SEC-registered investment adviser (CRD 301816). Regulatory assets under management: $57.2M.

Registration

• CRD: 301816
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301816 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search