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LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
LIFE ADVISORS - FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
CRD 148573
110 EAST UNION STREET, MUNFORDVILLE, KY, 42765, United States
Phone
270-404-1776
Fax
270-524-9052
Registration
— (—)
Source
State registered
Total AUM
$14.8M
Discretionary AUM
$14.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)PREPARATION OF TAX RETURNS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $10.7M |
| High net worth individuals | 2 | $4.1M |
Official SEC filing: View on IAPD