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LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512File 801-134196
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 12, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.