Firm profile

Lifeguide Financial Advisors, LLC

MECHANICSBURG, PACRD 284842Registration Status: ApprovedEffective since September 28, 2016SEC # 801-108442Latest ADV September 28, 2026

Lifeguide Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mechanicsburg, PA. Its latest Form ADV filing, dated September 28, 2026, reports $563M in regulatory assets under management, 25 employees, 3 offices, and 2,715 accounts.

Assets Under Management
$563M
Employees
25
Offices
3 offices
Total Clients
778

Associated firm names

2 names listed
  • LIFEGUIDE FINANCIAL ADVISORS
  • LIFEGUIDE FINANCIAL ADVISORS, LLC

Leadership

1 roles identified
CCODavid I. Lutz

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

MECHANICSBURG, Pennsylvania, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Pennsylvania

MECHANICSBURGPrimary office · MOUNT JOY · CARLISLE

3 office records listed · 3 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$563Mas of September 28, 2026
Discretionary99.6%
$561M
100% of total RAUM99.6%
Non-discretionary0.4%
$2M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
616
2
HNWI
19.3%
150
3
Charitable
1.5%
12
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Assets under management Growth by Quarter

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

Total AUM$563M
Total Accounts2,715
10Y AUM Change+$449M (+395.2%)

Private Funds

Private funds reported by Lifeguide Financial Advisors, LLC

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Employee Growth by Quarter

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

Total Employees25
Clients per Employee31:1
10Y Employee Change+19 (+316.7%)

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.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
DOUGLAS KIRT DENLINGERDirect owner · Schedule AInterest in LIFEGUIDE FINANCIAL ADVISORS, LLC
50% to < 75%
DAVID ISAAC LUTZDirect owner · Schedule AInterest in LIFEGUIDE FINANCIAL ADVISORS, LLC
25% to < 50%
DEREK GLEN MOSLEYDirect owner · Schedule AInterest in LIFEGUIDE FINANCIAL ADVISORS, LLC
5% to < 10%
BRIEN JON LASSEDirect owner · Schedule AInterest in LIFEGUIDE FINANCIAL ADVISORS, LLC
5% to < 10%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Lifeguide Financial Advisors, LLC.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-09-28 · Schedules A and B

4 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1DAVID ISAAC LUTZMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERIndividualLIFEGUIDE FINANCIAL ADVISORS, LLC25% to less than 50%Code CYesMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER01/2014Schedule APDF page 19
2DOUGLAS KIRT DENLINGERMANAGING MEMBERIndividualLIFEGUIDE FINANCIAL ADVISORS, LLC50% to less than 75%Code DYesMANAGING MEMBER01/2014Schedule APDF page 19
3DEREK GLEN MOSLEYMANAGING MEMBERIndividualLIFEGUIDE FINANCIAL ADVISORS, LLC5% to less than 10%Code AYesMANAGING MEMBER01/2022Schedule APDF page 19
4BRIEN JON LASSEMANAGING MEMBERIndividualLIFEGUIDE FINANCIAL ADVISORS, LLC5% to less than 10%Code AYesMANAGING MEMBER01/2024Schedule APDF page 20

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 9/14/2026 4:42:01 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.