LIFE'S SANCTUARY FINANCIAL PLANNING, LLC

LIFE'S SANCTUARY FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 309677). Regulatory assets under management: $4.9M.

Registration

• CRD: 309677
• Type: Registered investment adviser
• Phone: 262-308-1595
• Latest filing: 2026-03-05
• Regulatory AUM: $4.9M
• Discretionary AUM: $4.9M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309677 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search