LIFESTYLE ASSET MANAGEMENT, INC.

CRD 157450 · SEC 801-116746

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211 WEST EDGEWOOD, SUITE 300, FRIENDSWOOD, TX, 77546, United States

Phone

281-612-2035

Fax

281-992-9221

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$571.2M

Discretionary AUM

$571.2M

Team

13 total employees; 13 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-01-28

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsFINANCIAL CONSULTING

Client types

Type	Clients	AUM
Individuals	759	$228.9M
High net worth individuals	163	$326.5M
Pension/profit sharing plans	6	$15.8M

States served

CA, TX, FL

All web addresses on file

HTTP://WWW.LSAMINC.COM/
https://www.everett-financial.com/
https://dfwretirementplanners.com/
https://www.facebook.com/DFWRP

Official SEC filing: View on IAPD