This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-26-2011
- Office Locations
- 4
Office Locations
About Lifestyle Asset Management, Inc.
Lifestyle Asset Management, Inc. is a Texas-based advisory firm serving retail and institutional clients with disciplined investment planning, portfolio construction, and ongoing asset management. The team integrates financial, tax, estate, retirement and 529 planning alongside insurance and annuity solutions. Portfolios commonly use mutual funds and ETFs and may include alternatives such as real estate and infrastructure. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MICHAEL ALLEN WEGNER
Chief Executive Officer, President
- CRD
- #1638972
- Ownership
- 75% or more
PAUL BRIAN JACKSON
Chief Investment Officer, Investment Advisor
- CRD
- #2657314
- Ownership
- Less than 5%
North matrix
Delta unison radial
- CRD
- #76116
- Ownership
- 39.8%
Showing 2 of 3 owners & executives
Unlock allContacts
BRIAN NEAL EVERETT
Founder, CEO
- CRD
- #1250585
STEPHEN LOUIS FOUGEROUSSE
--
- CRD
- #1402855
Beacon eagle
Foundation zenith crest
- CRD
- #93355
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $571,164,427 | $308,404 |
| Non-Discretionary | $0 | -- |
| Total | $571,164,427 | $308,404 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $571,164,427
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $491,710,299 | 15.5% |
| Equity - Exchange | $1,091,279,631 | 34.4% |
| Cash | $1,237,206,559 | 39.0% |
| Private Funds | $352,128,020 | 11.1% |
| Total | $3,172,324,509 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST HORIZON HARBOR | RADIAL OAK | 49FYTFK9T | ZMV | 2.73% | $94,806,733 |
| PRIME VERTEX DELTA | NORTH FUSION | 0WEBTT3ZA | UBAVW | 0.67% | $95,607,620 |
| VITAL SIGNAL OPTIMA | FOUNDATION ALPHA | 0KP4VZ17J | OHHWR | 5.42% | $89,665,645 |
| ZENITH GLACIER CAPITAL | ATLAS LEGACY | OA440ASJ6 | VYUWG | 10.64% | $9,434,165 |
| DELTA FOCUS | VITAL CATALYST | R6B0HRPDK | WLP | 3.34% | $84,255,856 |
| INSIGHT DELTA MATRIX | FOUNDATION OAK | 86KMJPZSK | PRV | 4.78% | $78,557,480 |
| EAGLE PIONEER FOCUS | QUANTUM FRONTIER | 5XNGDZ8EC | UDVLN | 7.62% | $77,161,617 |
| OPTIMA BRIDGE | CREST ALPHA | BG3V2U1DX | ZHGK | 10.03% | $90,312,579 |