| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Allen Wegner Control | President | Over 75% | 2017 |
| Paul Brian Jackson | Chief Investment Officer | Under 5% | 2011 |
| Ross Allen Wegner Control | Chief Compliance Officer | Under 5% | 2024 |
Lifestyle Asset Management, Inc. reports $399.2 million in regulatory assets under management on its Form ADV.
Lifestyle Asset Management, Inc. reports 14 employees.
Lifestyle Asset Management, Inc. is based in Friendswood, TX and has been SEC-registered since 2019.
Lifestyle Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 211 West Edgewood, Suite 300, Friendswood, TX 77546 |
| Phone | 281-612-2035 |
| Fax | 281-992-9221 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $399.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $399.2M |