| Name | Title | Ownership | Since |
|---|---|---|---|
| Peggy Sue Van Hook Control | Managing Director/ Chief Compliance Officer | Under 5% | 2022 |
| Wanda Teresa Toro Control | Chief Executive Officer/Owner | Over 75% | 2022 |
Finances for Real Life reports $108.6 million in regulatory assets under management on its Form ADV.
Finances for Real Life reports 2 employees.
Finances for Real Life is based in Lompoc, CA and has been SEC-registered since 2026.
Finances for Real Life is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3612 Constellation Road, Lompoc, CA 93436 |
| Phone | 805-733-2700 |
| Fax | 805-733-0200 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $108.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $108.6M |