CRD: 136020
Lifefocus Financial Advisors, LLC
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- Custodian
- Fidelity/NFS · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-29-2005
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 107 clients, or 53.5 clients per representative. That equates to $967.4K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on June 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ROBERT VERLE DEAL CPA
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #4376924
- Ownership
- 75% or more
Seth R Deal
Owner
- CRD
- #7839390
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,509,339 | $460,042 |
| Non-Discretionary | $0 | -- |
| Total | $103,509,339 | $460,042 |
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Separately Managed Accounts
SMA allocation detail is available
Lifefocus Financial Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.