CRD: 127138
Financial Lifestyle Management
$31.1M Total AUM
$31.1M Disc. AUM
-- 3Y CAGR
1 Employees
126 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Insight matrixCrest
- Established Date
- 06-18-2003
- Office Locations
- 1
Office Locations
3101 JOE Ramsey Blvd. SUITE#107 Greenville TX
About Financial Lifestyle Management
Financial Lifestyle Management is a Greenville, TX fee-only RIA providing objective financial planning, investment advice, and ongoing portfolio management for individuals and families across life stages, including retirement transitions. The firm focuses on building and maintaining prudent, long-term investment strategies aligned to each client’s plan, with assets custodied at Charles Schwab.
Team overview
33 AVG AGE
$31.1M AVG AUM / ADVISOR
$246.4K AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Premium access reveals conviction themes in signal foundation delta.
See the complete signal summary connected to signal focus.
Full visibility includes strategy notes for vital glacier.
Full visibility includes strategy notes for vital momentum.
See the complete signal summary connected to element momentum.
Open the full profile to inspect shifts in crest vertex.
See the complete signal summary connected to harbor fusion.
Full visibility includes strategy notes for catalyst frontier foundation.
Asset Classes
Unison vertex Value
Custodian
North glacier
Investment Themes
Atlas
Investment Vehicles
Signal unison
Services
Meridian Capital delta Catalyst vertex Catalyst Vertex harbor Focus
Technology
Insight momentum Capital
Owner & Executives
VICTORIA LEE WARD
Financial Advisor, General Partner
- CRD
- #1854131
- Ownership
- 75% or more
(863) 223-3349
timber.ember@vertexcapital.com
in linkedin.com/in/zenith-summit
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,050,431 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,050,431 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $31,050,431
Public Funds:
37.9% Equity - Exchange:
9.1% Cash:
36.2% Equity - OTC:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,024,448,156 | 37.9% |
| Equity - Exchange | $245,975,679 | 9.1% |
| Cash | $978,496,655 | 36.2% |
| Equity - OTC | $454,108,945 | 16.8% |
| Total | $2,703,029,435 | 100.0% |