Lifeguide Financial Advisors, LLC
● SEC registered since 2016CRD 284842SEC# 801-108442Mechanicsburg, PA
Reg. AUM
$562.9M
Employees
25
Accounts
2,715
Location
Mechanicsburg, PA
Lifeguide Financial Advisors, LLC assets under management
Lifeguide Financial Advisors, LLC operates as an SEC-registered investment adviser based in Mechanicsburg, PA. The firm has been registered since 2016. It reports $562.9 million in regulatory assets under management and employs 25 people.
Lifeguide Financial Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brien Jon Lasse Control | Managing Member | 5-10% | 2024 |
| David Isaac Lutz Control | Managing Member And Chief Compliance Officer | 25-50% | 2014 |
| Derek Glen Mosley Control | Managing Member | 5-10% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Lifeguide Financial Advisors, LLC manage?
Lifeguide Financial Advisors, LLC reports $562.9 million in regulatory assets under management on its Form ADV.
How many employees does Lifeguide Financial Advisors, LLC have?
Lifeguide Financial Advisors, LLC reports 25 employees.
Where is Lifeguide Financial Advisors, LLC located?
Lifeguide Financial Advisors, LLC is based in Mechanicsburg, PA and has been SEC-registered since 2016.
Does Lifeguide Financial Advisors, LLC disclose fund performance?
Lifeguide 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 | 400 W Main St., Mechanicsburg, PA 17055 |
| Phone | (717) 796-1700 |
| Fax | (717) 796-7763 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1908585 |
| Discloses disciplinary history | No |
Regulatory AUM
$562.9M▲ 51%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$562.9Mregulatory AUM
Discretionary $560.8MNon-discretionary $2.2M