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Michael Allen Wegner

LIFESTYLE ASSET MANAGEMENT, INC.·FRIENDSWOOD, Texas
Clean recordLIFESTYLE ASSET MANAGEMENT, INC.
211 WEST EDGEWOOD, FRIENDSWOOD, TX 77546CRD# 1638972Firm CRD# 157450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Allen Wegner · FRIENDSWOOD, TX
Registration
CRD #1638972 · LIFESTYLE ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Allen Wegner is a registered financial advisor based in FRIENDSWOOD, Texas, affiliated with LIFESTYLE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LIFESTYLE ASSET MANAGEMENT, INC.
LIFESTYLE ASSET MANAGEMENT, INC.
AUM
$382M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at LIFESTYLE ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1638972
Firm CRD# 157450
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Allen Wegner offer?
Michael Allen Wegner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRIENDSWOOD, Texas for a consultation.
What are Michael Allen Wegner's credentials?
Michael Allen Wegner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Allen Wegner located?
Michael Allen Wegner is based in FRIENDSWOOD, Texas, working with LIFESTYLE ASSET MANAGEMENT, INC.. Their office serves clients in the FRIENDSWOOD metropolitan area and surrounding communities.
How does Michael Allen Wegner charge for services?
Michael Allen Wegner's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFESTYLE ASSET MANAGEMENT, INC.?
LIFESTYLE ASSET MANAGEMENT, INC. has approximately 13 employees and manages $382M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LIFESTYLE ASSET MANAGEMENT, INC.

Paul Brian Jackson
FRIENDSWOOD, TX
Ross Allen Wegner
FRIENDSWOOD, TX

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