CLAREMONT, CACRD 153852Latest ADV February 20, 2026
Lifesteps Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Claremont, CA. Its latest Form ADV filing, dated February 20, 2026, reports $443M in regulatory assets under management, 9 employees, 3 offices, and 1,191 accounts.
Assets Under Management
$443M
Employees
9
Offices
3 offices
Total Clients
680
Primary office
CLAREMONT, CA
250 WEST FIRST STREET, SUITE 248, CLAREMONT, CA, United States
Top client segmentIndividuals represent 84.1% of total clients.
Top client categories% of clientsClients
1
Individuals
84.1%
572
2
HNWI
14.3%
97
3
Corporations
1.6%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$443Mas of February 20, 2026
Discretionary77.0%
$341M
77% of total RAUM77.0%
Non-discretionary23.0%
$102M
23% of total RAUM23.0%
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.
Total AUM$443M
Total Accounts1,191
10Y AUM Change+$305M (+221.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee76:1
10Y Employee Change+4 (+80.0%)
* 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.