Lifespan Financial Strategies, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Weston, FL. Its latest Form ADV filing, dated March 18, 2026, reports $357M in regulatory assets under management, 6 employees, and 1,209 accounts.
Assets Under Management
$357M
Employees
6
Offices
--
Total Clients
515
Primary office
WESTON, FL
1655 NORTH COMMERCE PARKWAY, SUITE 203, WESTON, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.8% of total clients.
Top client categories% of clientsClients
1
Individuals
80.8%
416
2
HNWI
19.2%
99
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$357Mas of March 18, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$357M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$357M
Total Accounts1,209
10Y AUM Change+$220M (+159.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee86:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.