FRIENDSWOOD, TXCRD 157450Latest ADV January 28, 2026
Lifestyle Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Friendswood, TX. Its latest Form ADV filing, dated January 28, 2026, reports $571M in regulatory assets under management, 13 employees, 4 offices, and 1,852 accounts.
Assets Under Management
$571M
Employees
13
Offices
4 offices
Total Clients
928
Primary office
FRIENDSWOOD, TX
211 WEST EDGEWOOD, SUITE 300, FRIENDSWOOD, TX, United States
Top client segmentIndividuals represent 81.8% of total clients.
Top client categories% of clientsClients
1
Individuals
81.8%
759
2
HNWI
17.6%
163
3
Pension Plans
0.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$571Mas of January 28, 2026
Discretionary100.0%
$571M
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$571M
Total Accounts1,852
10Y AUM Change+$396M (+225.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee71:1
10Y Employee Change+2 (+18.2%)
* 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.