Financial Life Advisors LLC
● SEC registered since 2017CRD 128502SEC# 801-111024San Antonio, TX
Reg. AUM
$366.3M
Employees
11
Accounts
752
Location
San Antonio, TX
Financial Life Advisors LLC assets under management
Financial Life Advisors LLC operates as an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2017. It reports $366.3 million in regulatory assets under management and employs 11 people.
Financial Life Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ben Gurwitz Living Trust | Member | 50-75% | 2025 |
| Benjamin David Gurwitz Control | Ceo/Trustee | Under 5% | 2025 |
| Kimberly Ann Nourie | Member | 5-10% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Life Advisors LLC manage?
Financial Life Advisors LLC reports $366.3 million in regulatory assets under management on its Form ADV.
How many employees does Financial Life Advisors LLC have?
Financial Life Advisors LLC reports 11 employees.
Where is Financial Life Advisors LLC located?
Financial Life Advisors LLC is based in San Antonio, TX and has been SEC-registered since 2017.
Does Financial Life Advisors LLC disclose fund performance?
Financial Life Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2338 N Loop 1604 W, Ste 311, San Antonio, TX 78248 |
| Phone | 210-918-8998 |
| Fax | 210-579-6615 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1730813 |
| Discloses disciplinary history | No |
Regulatory AUM
$366.3M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$366.3Mregulatory AUM
Discretionary $354.5MNon-discretionary $11.8M