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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2024
- Office Locations
- 1
Office Locations
About Lifelaidout LLC
lifelaidout LLC is a boutique financial planning and investment management firm serving high-achieving tech professionals. The practice focuses on tax-aware portfolio design, retirement/early-retirement planning, and company stock (equity comp) diversification, with guidance on healthcare choices and new ventures. Founder Roger Ma brings 10+ years at Google and 7 years in investment banking, delivering high-touch advice directly.
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Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
ROGER MA
Chief Compliance Officer, Owner, Private Wealth Advisor
- CRD
- #5013512
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,572,112 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,572,112 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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