CRD: 301816
Life BY Design Investment Advisory Services
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- Custodian
- Axos
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2019
- Office Locations
- 1
Office Locations
About Life BY Design Investment Advisory Services
Life By Design Investment Advisory Services is a Dana Point, CA RIA led by Monique Marshall (RMA, AIF) focused on retirement wealth management. The firm pairs portfolio management with holistic planning—tax strategies, insurance/plan protection, and goal-based “bucket” planning—to support retirees and families through major life transitions. Member of XY Planning Network.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 1 advisory representatives and 59 clients, or 59 clients per representative. That equates to $969.5K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
MONIQUE RENEE MARSHALL
Chief Compliance Officer, President
- CRD
- #2582410
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,713,988 | -- |
| Non-Discretionary | $486,704 | -- |
| Total | $57,200,692 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Life BY Design Investment Advisory Services has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.