← Back to searchVisit website
LIFESTYLE PLANNING, LLC
CRD 321856
2701 W. QUEEN CREEK RD., #3, CHANDLER, AZ, 85248, United States
Phone
(480) 637-7076
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.5M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $15.7M |
| High net worth individuals | 16 | $26.9M |
All web addresses on file
Official SEC filing: View on IAPD