Updated:Jun 3, 2026

Life Balance Financial

LIFE BALANCE FINANCIAL is an SEC-registered investment adviser in HOUSTON, TX. It has 4 employees and 4 investment advisers. The firm is based in Texas.

Life Balance Financial

LIFE BALANCE FINANCIAL is an SEC-registered investment adviser in HOUSTON, TX. It has 4 employees and 4 investment advisers. The firm is based in Texas.

General information

Firm type

RIA

Sector focus

Wealth ManagementFinancial Planning

Does Life Balance Financial operate as a single family office or a wealth management firm?

Life Balance Financial operates as a registered investment advisor (RIA) providing wealth management and financial planning services. It is not structured as a family office and does not publicly disclose a family office affiliation.

What investment services does Life Balance Financial offer?

The firm offers portfolio management across equities, fixed income, and alternative investments, along with financial planning services. It tailors strategies based on individual client risk profiles and long-term goals.

Is Life Balance Financial publicly listed or privately held?

Life Balance Financial is privately held as an independent RIA. It is not a publicly traded entity.

Does Life Balance Financial co-invest alongside other firms?

No public information indicates that Life Balance Financial engages in co-investment activities. Its disclosed model centers on direct client portfolio management rather than GP co-investment partnerships.

What is Life Balance Financial's geographic focus?

The firm is U.S.-based, though its specific city or regional focus is not publicly documented. It likely serves clients nationally as a remote advisory practice.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.