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Ross Allen Wegner

LIFESTYLE ASSET MANAGEMENT, INC.·FRIENDSWOOD, Texas
Unclaimed Profile
211 WEST EDGEWOOD, FRIENDSWOOD, TX 77546CRD# 7004489Firm CRD# 157450
01

About

Ross 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
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# 7004489
Firm CRD# 157450
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ross Allen Wegner offer?
Ross Allen Wegner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRIENDSWOOD, Texas for a consultation.
What are Ross Allen Wegner's credentials?
Ross Allen Wegner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ross Allen Wegner located?
Ross 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 Ross Allen Wegner charge for services?
Ross 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 in FRIENDSWOOD
Paul Brian Jackson — LIFESTYLE ASSET MANAGEMENT, INC.Michael Allen Wegner — LIFESTYLE ASSET MANAGEMENT, INC.Harris Brett Hanson — TEXAS FAMILY WEALTH, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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