# Life Balance Financial

Life Balance Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 291718
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291718

## About

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

## Sectors

- Wealth Management
- Financial Planning

## Questions

### 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.

## Related profiles

- [Santa Lucia Asset Management](https://altss.com/profile/santa-lucia-asset-management-pte-ltd)
- [Tresco Financial](https://altss.com/profile/tresco-financial-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/life-balance-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology