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Lifespan Financial Strategies, Inc.

● SEC registered since 2023CRD 119800SEC# 801-128580Weston, FL
Export (members)
Reg. AUM
$304.8M
Employees
6
Accounts
1,061
Location
Weston, FL

Lifespan Financial Strategies, Inc. assets under management

Lifespan Financial Strategies, Inc. is an SEC-registered investment adviser based in Weston, FL. The firm has been registered since 2023. It reports $304.8 million in regulatory assets under management and employs 6 people.
www.lifespanfinancialstrategies.comView on SEC.gov ↗

Lifespan Financial Strategies, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Laura Anne Walsh ControlPresidentOver 75%1997
Sherwood Charles Forman ControlChief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does Lifespan Financial Strategies, Inc. manage?

Lifespan Financial Strategies, Inc. reports $304.8 million in regulatory assets under management on its Form ADV.

How many employees does Lifespan Financial Strategies, Inc. have?

Lifespan Financial Strategies, Inc. reports 6 employees.

Where is Lifespan Financial Strategies, Inc. located?

Lifespan Financial Strategies, Inc. is based in Weston, FL and has been SEC-registered since 2023.

Does Lifespan Financial Strategies, Inc. disclose fund performance?

Lifespan Financial Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1655 North Commerce Parkway, Suite 203, Weston, FL 33326
Phone954-385-7812
Fax954-384-7716
Office hours9a.m. To 5p.m. Eastern
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$304.8M
Total (RAUM)$304.8M