LA JOLLA, CACRD 167732Latest ADV February 20, 2026
Life Strategies, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated February 20, 2026, reports $121M in regulatory assets under management, 2 employees, and 269 accounts.
Assets Under Management
$121M
Employees
2
Offices
--
Total Clients
115
Primary office
LA JOLLA, CA
4250 EXECUTIVE SQUARE, STE. 750, LA JOLLA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
88
2
HNWI
23.5%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of February 20, 2026
Discretionary100.0%
$121M
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$121M
Total Accounts269
10Y AUM Change+$9M (+8.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* 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.