CRD: 321856
Lifestyle Planning, LLC
$43.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
58 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2022
- Office Locations
- 1
Office Locations
2701 W. Queen Creek Rd., #3 Chandler AZ
About Lifestyle Planning, LLC
Lifestyle Planning, LLC is an Arizona RIA focused on helping families plan for retirement through a membership-style process that starts with a complimentary Discovery Call. The firm builds a “Lifestyle Map” to assess retirement and healthcare security and align goals with day-to-day action steps. Planning-led approach with an emphasis on values and fulfillment; custodies through Altruist.
Team overview
44 AVG AGE
$14.3M AVG AUM / ADVISOR
$741.6K AVG AUM / CLIENT
2.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Services
Available
Owner & Executives
FRANCISCO PAUL SIRVENT
Owner
- CRD
- #6250958
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
K
KARMI MICHAEL GUTMAN
Financial Planner
- CRD
- #6215800
Available
Available
Available
G
Gabriel Francisco Sirvent
--
- CRD
- #8224180
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $43,012,555 | -- |
| Total | $43,012,555 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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