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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-22-2010
- Office Locations
- 3
Office Locations
About Lifesteps Financial
LifeSteps Financial is a California-based RIA delivering coordinated, multi-family office-style wealth management with a hospitality approach for business owners and families. The team integrates financial planning with tax planning and business succession support, aligning investments across ETFs, public funds and fixed income. Operates as a fiduciary, fee-only firm—no commissions or kickbacks.
Reported data analysis
What the numbers show
Between October 20, 2025 and June 30, 2026, reported AUM increased 18.2%, from $374.6M to $442.7M.
Across 5 reported observations, AUM increased 48.5% between October 12, 2022 and June 30, 2026, from $298.2M to $442.7M.
Of the latest reported AUM, 77.0% is discretionary and 23.0% is non-discretionary.
The firm reports 3 advisory representatives and 681 clients, or 227 clients per representative. That equates to $650.1K in reported AUM per client.
The profile lists 3 reported office locations and 16 years in operation. The source data was last updated on June 30, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
HENRY MILTON FORD JR
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Senior Advisor
- CRD
- #2697895
- Ownership
- 75% or more
ERIC VINCENT ROSS BERGQUIST
Chief Financial Officer, Paraplanner
- CRD
- #6520202
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JORDEN HENRY BASTIEN
Financial Advisor, General Partner
- CRD
- #6064289
M'Lissa Ann Brillhart
Financial Planner
- CRD
- #7220761
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,006,958 | $465,221 |
| Non-Discretionary | $101,716,538 | $222,089 |
| Total | $442,723,496 | $371,724 |
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Separately Managed Accounts
SMA allocation detail is available
Lifesteps Financial has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lifesteps Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.