Lifespan Financial Strategies, Inc.
● SEC registered since 2023CRD 119800SEC# 801-128580Weston, FL
Reg. AUM
$357.4M
Employees
6
Accounts
1,209
Location
Weston, FL
Lifespan Financial Strategies, Inc. assets under management
Lifespan Financial Strategies, Inc. is an SEC-registered investment adviser based in Weston, FL. The firm has been registered since 2023. It reports $357.4 million in regulatory assets under management and employs 6 people.
Lifespan Financial Strategies, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Anne Walsh Control | Chief Executive Officer | Over 75% | 1997 |
| Raquel Forman | Wealth Advisor/Owner | 5-10% | 2026 |
| Sherwood Charles Forman Control | President And Chief Compliance Officer | 5-10% | 2024 |
Frequently asked questions
How much does Lifespan Financial Strategies, Inc. manage?
Lifespan Financial Strategies, Inc. reports $357.4 million in regulatory assets under management on its Form ADV.
How many employees does Lifespan Financial Strategies, Inc. have?
Lifespan Financial Strategies, Inc. reports 6 employees.
Where is Lifespan Financial Strategies, Inc. located?
Lifespan Financial Strategies, Inc. is based in Weston, FL and has been SEC-registered since 2023.
Does Lifespan Financial Strategies, Inc. disclose fund performance?
Lifespan Financial Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1655 North Commerce Parkway, Suite 203, Weston, FL 33326 |
| Phone | 954-385-7812 |
| Fax | 954-384-7716 |
| Office hours | 9a.m. To 5p.m. Eastern |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$357.4M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$357.4Mregulatory AUM
Discretionary $0Non-discretionary $357.4M