Life UnLocked Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,823,519
Clients
33
Advisors
3
of 3 employees
About
Life UnLocked Partners provides financial planning, investment monitoring and recommendation services to individuals, high‑net‑worth clients, families, trusts, estates and other business entities. The firm also offers SMA and sub‑advisory arrangements and reports roughly $14.8 million in assets under management across a small client base served by a three‑advisor team.
The firm’s investment process uses a structured onboarding questionnaire, goal-setting and asset allocation modeling followed by security selection and ongoing monitoring; its stated primary strategy is a value/dividend focus designed to help replace income around anticipated career changes. Once income objectives are met the firm describes a transition toward longer‑term appreciation vehicles, including venture capital, hedge and private equity fund opportunities.
Distinctive elements disclosed in the brochure include an affiliation with a law practice (the Chief Compliance Officer is the sole attorney for LSK Legal, A Professional Law Corporation) and an explicit capability to act as a sub‑advisor to other registered advisers and financial institutions, activities that are less common for firms of this size. The firm also emphasizes client education and engagement through a 24/7 mobile app, an education library, short weekly podcasts (average 12 minutes), and a rolling 30‑minute monthly one‑on‑one consulting benefit.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 2.0% annually $500,001 - $2,500,000: 1.5% annually $2,500,001 - $4,499,999: 1.25% annually $4,500,000+: 1.0% annually
$300 per planner-hour for Financial Planning and Other Consulting Services
Account minimum: $150,000 Minimum fee: $250 per month minimum fee for Investment Monitoring and Recommendation Services for accounts under $150,000; $415 per month minimum fee for SMA and sub-advisory accounts under $500,000 Fee-only: Financial Planning and Other Consulting Services charged hourly at $300 per planner-hour; hourly fees may be capped as agreed in advance
Main office
Venice CA
Advisors at this office
3
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Lelamarie K
Series 65
Venice, CA
Life UnLocked Partners LLC
Lelamarie Kelly is a financial advisor at Life UnLocked Partners LLC with a Series 65 credential and two years of industry experience. She has a background in legal services, owning LSK Legal, a professional law corporation, and serves as principal and general counsel for Tennenbaum & Kelly, Inc., which manages privately held investments. Outside her advisory role, she holds CFO and general counsel positions at both MailRoute, Inc., an email security company, and SCBI Online Store, LLC, a skincare business. Life UnLocked Partners provides financial planning, investment monitoring, and recommendation services to individuals, high-net-worth clients, families, trusts, estates, and other business entities. The firm’s investment approach centers on a value/dividend strategy designed for income replacement around career changes, transitioning to longer-term appreciation vehicles, and also includes sub-advisory arrangements.
Mark T
Series 65
Venice, CA
Life UnLocked Partners LLC
Mark Tennenbaum is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and three years of industry experience. He serves as Chief Financial Officer for multiple businesses, including Life UnLocked Partners LLC, an investment advisory firm, as well as MailRoute, Inc., an email security company, and SCBI Online Store, LLC, a skincare business. He has held CFO roles since 2011 across these entities. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment choices. The firm employs a quantitative ETF arbitrage strategy with daily account monitoring and regular client reporting.
Aleksandar K
Series 65
Venice, CA
Life UnLocked Partners LLC
Aleksandar Kelly is a financial advisor at Life UnLocked Partners LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at L & A Holdings LLC, Jaguar Land Rover Santa Monica, and Culver City Honda. Outside of his advisory role, Kelly is the CEO of L & A Holdings LLC, a consulting business that provides services to families with children who have developmental disabilities. Life UnLocked Partners serves individuals, high-net-worth clients, families, trusts, estates, and other business entities with financial planning, investment monitoring, and recommendations. The firm employs a value and dividend-focused investment strategy aimed at income replacement and longer-term appreciation, supported by structured onboarding and ongoing client education.
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