# Lifeproof Financial

Lifeproof Financial is a Bank / Wealth / Trust based in Reed Point, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Reed Point, United States
- **Region:** North America
- **Address:** Reed Point, MT, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** lifeprooffinancial.com
- **LinkedIn:** https://linkedin.com/company/lifeproof-financial-llc

## Regulatory record

- **CRD number:** 325322
- **Registration status:** State-Registered Investment Adviser (MT) — not registered with the SEC; per IAPD as of 2026-10-22
- **Reports private funds:** No

## About

Lifeproof Financial was established in 2019 in Reed Point, Montana, a small community along the Yellowstone River with roughly 200 residents. The firm is registered as an investment adviser with the SEC, a structure that carries a fiduciary duty to place client interests ahead of the firm's own. Operating from a remote location, the firm delivers financial planning and discretionary portfolio management services to individuals and high-net-worth households who might otherwise lack local access to institutional-caliber wealth management. The firm's service model blends comprehensive financial planning with ongoing portfolio management, a dual function common among boutique RIAs. Lifeproof's client base is drawn from individuals and families, with marketing outreach limited to a basic web presence that reflects a deliberate low-profile posture rather than a national growth strategy. No named professionals, advisory-team headcount, or regulatory assets under management are publicly reported, consistent with an RIA that serves a small book of local clients below major reporting thresholds. There is no indication of adjacent philanthropic vehicles, operating businesses, or external co-investment clubs. Structurally, Lifeproof distinguishes itself by geography and fiduciary form. In an industry consolidating toward urban and digital-first advisory platforms, a standalone RIA in a town of 200 people represents a bespoke, high-touch alternative — substituting scale for depth of client relationship.

## Questions

### How does Lifeproof Financial serve clients?

Lifeproof is a registered investment adviser, which means it operates under a fiduciary standard requiring it to act in clients' best interests. The firm provides financial planning and portfolio management services, managing client assets on a discretionary basis — the adviser makes investment decisions within agreed parameters without requiring client approval for each trade.

## Related profiles

- [LifePlan Group](https://altss.com/profile/lifeplan-group)
- [Lifespan Corporation Retirement Plan](https://altss.com/profile/lifespan-corporation-retirement-plan)

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Updated: 2026-10-23T01:39:50.492Z

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