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LIFEFOCUS FINANCIAL ADVISORS, LLC
CRD 136020 · SEC 801-136650
420 WELLINGTON AVE, SUITE 101, WALLA WALLA, WA, 99362, United States
Phone
509-526-4521
Fax
509-522-5401
Registration
— (—)
Source
State registered
Total AUM
$103.5M
Discretionary AUM
$103.5M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $18.5M |
| High net worth individuals | 36 | $71.0M |
| Pension/profit sharing plans | 6 | $14.0M |
| Corporations/business entities | 1 | $20K |
All web addresses on file
Official SEC filing: View on IAPD