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YOUR RICHEST LIFE
YOUR RICHEST LIFE, LLC
CRD 171609
500 CENTRAL EXPY, STE 500, PLANO, TX, 75074, United States
Phone
469-708-7975
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.7M
Discretionary AUM
$17.1M
Team
2 total employees; 2 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $7.2M |
| High net worth individuals | 8 | $12.3M |
| Pension/profit sharing plans | 8 | $8.8M |
| Corporations/business entities | 2 | $536K |
All web addresses on file
Official SEC filing: View on IAPD