Lifefocus Financial Advisors, LLC
CRD 136020SEC# 801-136650Walla Walla, WA
No longer SEC-registered. Lifefocus Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$103.5M
Employees
2
Accounts
225
Location
Walla Walla, WA
Lifefocus Financial Advisors, LLC assets under management
Lifefocus Financial Advisors, LLC is an SEC-registered investment adviser based in Walla Walla, WA. It reports $103.5 million in regulatory assets under management and employs 2 people.
Lifefocus Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Verle Deal Control | Cco | Over 75% | 2005 |
| Seth R Deal | Llc Member | Under 5% | 2025 |
Frequently asked questions
How much does Lifefocus Financial Advisors, LLC manage?
Lifefocus Financial Advisors, LLC reports $103.5 million in regulatory assets under management on its Form ADV.
How many employees does Lifefocus Financial Advisors, LLC have?
Lifefocus Financial Advisors, LLC reports 2 employees.
Where is Lifefocus Financial Advisors, LLC located?
Lifefocus Financial Advisors, LLC is based in Walla Walla, WA.
Does Lifefocus Financial Advisors, LLC disclose fund performance?
Lifefocus Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 420 Wellington Ave, Suite 101, Walla Walla, WA 99362 |
| Office hours | 8 a.m. To 5 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$103.5Mregulatory AUM
Discretionary $103.5M