LIFESTYLE ASSET MANAGEMENT, INC.

FRIENDSWOOD, Texas·3 registered advisors·CRD# 157450
SEC# 801-1167463281-612-2035
01

Firm Overview

AUM
$382M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LIFESTYLE ASSET MANAGEMENT, INC.

3 registered advisors
Michael Allen Wegner
FRIENDSWOOD, Texas
Paul Brian Jackson
FRIENDSWOOD, Texas
Ross Allen Wegner
FRIENDSWOOD, Texas
05

Office Locations

FRIENDSWOOD, Texas
3 advisors

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Data sourced from SEC Form ADV filings. LIFESTYLE ASSET MANAGEMENT, INC. (CRD# 157450) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.