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Lifefocus Financial Advisors, LLC

Lifefocus Financial Advisors, LLC. CRD 136020

Lifefocus Financial Advisors, LLC logo

CRD: 136020

Lifefocus Financial Advisors, LLC

Walla Walla, WA, 99362
5095264521
www.lifefocusadvisors.com
$103.5M Total AUM
$103.5M Disc. AUM
-- 3Y CAGR
2 Employees
107 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · LPL Financial · TD Ameritrade
Clients
Retail and Institutional
Platforms
Delta
Established Date
07-29-2005
Office Locations
1

Office Locations

420 Wellington AVE, Suite 101 Walla Walla WA

About Lifefocus Financial Advisors, LLC

LifeFocus Financial Advisors is a fee-only RIA in Walla Walla, WA serving pre-retirees and retirees (age 50+ with significant retirement savings). The firm delivers financial planning, tax management, and portfolio management using a disciplined, long-term, academically informed approach with institutional investments aimed at managing risk, capturing market returns, and improving tax efficiency.

Team overview

-- AVG AGE
$51.8M AVG AUM / ADVISOR
$967.4K AVG AUM / CLIENT
11.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age

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Asset Classes

Foundation

Client Personas

Momentum

Custodian

Timber Bridge ember Vertex optima Horizon beacon Pioneer delta

Investment Themes

Frontier timber Vertex Foundation

Investment Vehicles

Vector insight Prime wave

Services

Eagle ember Vector Beacon Zenith Optima pioneer Oak Element

Technology

Vector legacy

Owner & Executives

R

ROBERT VERLE DEAL CPA

Chief Compliance Officer, Investment Advisor Representative

CRD
#4376924
Ownership
75% or more
(432) 950-2377
element.optima@valuecapital.com
in linkedin.com/in/glacier-legacy
S

Seth R Deal

Owner

CRD
#7839390
Ownership
Less than 5%
(890) 657-8675
harbor.pathway@wavecapital.com
in linkedin.com/in/focus-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $103,509,339 --
Non-Discretionary $0 --
Total $103,509,339 --

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Separately Managed Accounts

Total SMA Asset: $103,509,339

$103.5M Total SMA
Public Funds:
35.4%
Equity - Exchange:
15.7%
Cash:
48.9%
Asset class Assets Assets %
Public Funds $2,868,794,784 35.4%
Equity - Exchange $1,272,318,591 15.7%
Cash $3,962,826,693 48.9%
Total $8,103,940,068 100.0%

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