LIFESTYLE FINANCIAL SERVICES, LLC

LIFESTYLE FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 324660). Regulatory assets under management: $2.9M.

Registration

• CRD: 324660
• Type: Registered investment adviser
• Phone: 706-432-8294
• Latest filing: 2026-03-24
• Regulatory AUM: $2.9M
• Discretionary AUM: $2.9M
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324660 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search