SAN ANTONIO, TXCRD 128502Latest ADV March 18, 2026
Financial Life Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 18, 2026, reports $366M in regulatory assets under management, 11 employee, and 752 accounts.
Assets Under Management
$366M
Employees
11
Offices
--
Total Clients
209
Primary office
SAN ANTONIO, TX
2338 N LOOP 1604 W, STE 311, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.5% of total clients.
Top client categories% of clientsClients
1
HNWI
56.5%
118
2
Individuals
42.6%
89
3
Charitable
0.5%
1
4
Corporations
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$366Mas of March 18, 2026
Discretionary96.8%
$355M
97% of total RAUM96.8%
Non-discretionary3.2%
$12M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$366M
Total Accounts752
10Y AUM Change+$254M (+226.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee19:1
10Y Employee Change+4 (+57.1%)
* 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.