A complete list of active advisors currently associated with Lifestyle Wealth
Warmer can help you find a great advisor at Lifestyle Wealth or one who fits your needs even better.
Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations and other registered investment advisers. The firm provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, sub‑advisory and third‑party manager services, and issues a monthly market commentary titled “Lifestyle Wealth Market Commentary.” Portfolios are personalized using client suitability information — objectives, risk tolerance, liquidity, tax considerations and time horizon — and may employ proprietary model portfolios, third‑party models or a mix of equities, ETFs, mutual funds, fixed income, alternatives and option/futures strategies. The firm uses fundamental, technical and cyclical analysis, monitors and rebalances portfolios on an ongoing basis, and may outsource trading signals or models while retaining oversight of those third‑party services. What is notable in this brochure is the firm’s active role as a model and signal provider and as a sub‑advisor to other advisers, with one‑year subscription arrangements and negotiated, fixed fees for model services, alongside traditional client management; it also provides pension consulting and may act as an ERISA fiduciary. The firm discloses affiliations where some supervised persons are registered representatives of Cetera Advisors LLC and licensed insurance agents, and it reported $571,164,427 in discretionary assets under management as of December 31, 2025.
To learn more about the advisors currently working at Lifestyle Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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