← Directory
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512File 801-134196
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$156.8M
Bottom 25% of cohort (national)
Discretionary AUM
$156.7M
Non-discretionary $113K
Clients
189
366 accounts
Employees
5
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 21, 2025
- Principal office
- 9040 TOWN CENTER PARKWAY, BRADENTON, FL, 34202
- Phone
- 941-914-9422
- Website
- HTTP://LIFESTYLEFREEDOM.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $156.8M
- Discretionary AUM
- $156.7M
- Non-discretionary AUM
- $113K
- Discretionary accounts
- 365
- Non-discretionary accounts
- 1
- Total accounts
- 366
- AUM per client
- $830K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $26.5M |
| High net worth individuals | 45 | $103.6M |
| Pension and profit sharing plans | 6 | $3.2M |
| Individuals (other than high net worth individuals) | 117 | $23.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES AND ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 176 | 189 | increased by13 |
| Apr 1, 2026 | AUM | $125,569,676 | $156,824,991 | increased by$31,255,315 |
| Apr 1, 2026 | Accounts | 345 | 366 | increased by21 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIFESTYLE FREEDOM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIFESTYLE FREEDOM” 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.