PPrivate Fund Data Log in Join · $37/mo

Lifefocus Financial Advisors, LLC

CRD 136020SEC# 801-136650Walla Walla, WA
Export (members)
No longer SEC-registered. Lifefocus Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$103.5M
Employees
2
Accounts
225
Location
Walla Walla, WA

Lifefocus Financial Advisors, LLC assets under management

Lifefocus Financial Advisors, LLC is an SEC-registered investment adviser based in Walla Walla, WA. It reports $103.5 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Lifefocus Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Robert Verle Deal ControlCcoOver 75%2005
Seth R DealLlc MemberUnder 5%2025

Frequently asked questions

How much does Lifefocus Financial Advisors, LLC manage?

Lifefocus Financial Advisors, LLC reports $103.5 million in regulatory assets under management on its Form ADV.

How many employees does Lifefocus Financial Advisors, LLC have?

Lifefocus Financial Advisors, LLC reports 2 employees.

Where is Lifefocus Financial Advisors, LLC located?

Lifefocus Financial Advisors, LLC is based in Walla Walla, WA.

Does Lifefocus Financial Advisors, LLC disclose fund performance?

Lifefocus Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address420 Wellington Ave, Suite 101, Walla Walla, WA 99362
Office hours8 a.m. To 5 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$103.5M
Non-discretionary$0
Total (RAUM)$103.5M