# FINANCES FOR REAL LIFE

FINANCES FOR REAL LIFE of LOMPOC, CA is an SEC-registered investment adviser.

## Registration

- CRD: 324090
- Type: SEC-registered investment adviser
- SEC file number: 801-135953
- Location: 3612 CONSTELLATION ROAD, LOMPOC, CA, 93436
- Phone: 805-733-2700
- Latest filing: 2026-06-03
- Regulatory AUM: $108.6M
- Discretionary AUM: $108.6M
- Clients: 2
- Accounts: 332

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Wanda Teresa Toro | CHIEF EXECUTIVE OFFICER/OWNER | — |
| Peggy Sue Van Hook | MANAGING DIRECTOR/ CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324090/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324090/similar
- Related entities: https://search.stillhousedata.com/firm/324090/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324090

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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.