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LIFE BY DESIGN INVESTMENT ADVISORY SERVICES
CRD 301816
34179 GOLDEN LANTERN ST., 102, DANA POINT, CA, 92629, United States
Phone
(714) 541-4180
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$57.2M
Discretionary AUM
$56.7M
Team
4 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $13.5M |
| High net worth individuals | 21 | $43.7M |
All web addresses on file
Official SEC filing: View on IAPD