Lifestyle Asset Management, Inc.
● SEC registered since 2019CRD 157450SEC# 801-116746Friendswood, TX
Reg. AUM
$571.2M
Employees
13
Accounts
1,852
Location
Friendswood, TX
Lifestyle Asset Management, Inc. assets under management
Lifestyle Asset Management, Inc. operates as an SEC-registered investment adviser based in Friendswood, TX. The firm has been registered since 2019. It reports $571.2 million in regulatory assets under management and employs 13 people.
Lifestyle Asset Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Allen Wegner Control | President | Over 75% | 2017 |
| Paul Brian Jackson | Chief Investment Officer | Under 5% | 2011 |
| Ross Allen Wegner Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Lifestyle Asset Management, Inc. manage?
Lifestyle Asset Management, Inc. reports $571.2 million in regulatory assets under management on its Form ADV.
How many employees does Lifestyle Asset Management, Inc. have?
Lifestyle Asset Management, Inc. reports 13 employees.
Where is Lifestyle Asset Management, Inc. located?
Lifestyle Asset Management, Inc. is based in Friendswood, TX and has been SEC-registered since 2019.
Does Lifestyle Asset Management, Inc. disclose fund performance?
Lifestyle Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 211 West Edgewood, Suite 300, Friendswood, TX 77546 |
| Phone | 281-612-2035 |
| Fax | 281-992-9221 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$571.2M▲ 43%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$571.2Mregulatory AUM
Discretionary $571.2M