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LIFESPAN FINANCIAL STRATEGIES, INC.

CRD 119800 · SEC 801-128580

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1655 NORTH COMMERCE PARKWAY, SUITE 203, WESTON, FL, 33326, United States

Phone

954-385-7812

Fax

954-384-7716

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$357.4M

Discretionary AUM

$0

Team

6 total employees; 5 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY INVESTMENT MANAGERS

Org form

Corporation

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals416$144.5M
High net worth individuals99$212.9M

States served

GA, NC, TN, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD