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Firm profile

Lifefocus Financial Advisors, LLC

WALLA WALLA, WACRD 136020Registration Status: ApprovedEffective since July 6, 2026Latest ADV June 16, 2026

Lifefocus Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walla Walla, WA. Its latest Form ADV filing, dated June 16, 2026, reports $104M in regulatory assets under management, 2 employees, 1 office, and 225 accounts.

Assets Under Management
$104M
Employees
2
Offices
1 office
Total Clients
107
Primary office
WALLA WALLA, WA
420 WELLINGTON AVE, SUITE 101, WALLA WALLA, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORobert V. Deal

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.8% of total clients.
Top client categories% of clientsClients
1
Individuals
59.8%
64
2
HNWI
33.6%
36
3
Pension Plans
5.6%
6
4
Corporations
0.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$104Mas of June 16, 2026
Discretionary100.0%
$104M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$104M
Total Accounts225
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee54:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.