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LIFESTYLE ASSET MANAGEMENT, INC.
CRD 157450File 801-116746
APPROVED
Retail clients
Filing as of Jul 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$571.2M
Above cohort median (national)
Discretionary AUM
$571.2M
Clients
928
1,852 accounts
Employees
13
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 7, 2019
- Principal office
- 211 WEST EDGEWOOD, SUITE 300, FRIENDSWOOD, TX, 77546
- Phone
- 281-612-2035
- Website
- HTTP://WWW.LSAMINC.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $571.2M
- Discretionary AUM
- $571.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,852
- Non-discretionary accounts
- 0
- Total accounts
- 1,852
- AUM per client
- $615K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 163 | $326.5M |
| Pension and profit sharing plans | 6 | $15.8M |
| Individuals (other than high net worth individuals) | 759 | $228.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 670 | 928 | increased by258 |
| Feb 1, 2026 | AUM | $399,218,297 | $571,164,427 | increased by$171,946,130 |
| Feb 1, 2026 | Accounts | 1,294 | 1,852 | increased by558 |
| Jan 1, 2026 | Employees | 14 | 13 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 13 | 14 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 13 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 620 | 670 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $357,836,509 | $399,218,297 | increased by$41,381,788 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,176 | 1,294 | increased by118 |
| Feb 1, 2022 | Employees | 8 | 9 | increased by1 |
| Feb 1, 2022 | Clients | 551 | 620 | increased by69 |
| Feb 1, 2022 | AUM | $271,320,596 | $357,836,509 | increased by$86,515,913 |
| Feb 1, 2022 | Accounts | 963 | 1,176 | increased by213 |
| Dec 1, 2021 | Employees | 9 | 8 | decreased by1 |
| Sep 1, 2021 | Employees | 8 | 9 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIFESTYLE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIFESTYLE ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.