# Lifespan Financial Strategies

Lifespan Financial Strategies is a RIA based in Weston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Weston, United States
- **Region:** Asia
- **Address:** Weston, FL, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** https://lifespanfinancialstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/lifespan-financial-strategies

## Regulatory record

- **CRD number:** 119800
- **SEC file number:** 801-128580
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-18T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119800

## About

LIFESPAN FINANCIAL STRATEGIES, INC. is an SEC-registered investment adviser in WESTON, FL, registered since 2023. The firm manages approximately $357 million in assets. It has 6 employees and 5 investment advisers.

## Sectors

- Financial Services

## Questions

### What investment stages or vehicles does Lifespan Financial Strategies use?

Lifespan Financial Strategies focuses on traditional asset allocation through mutual funds, ETFs, and separately managed accounts. The firm does not publicly disclose participation in fund commitments or direct private investments.

### Which sectors or asset classes does Lifespan Financial Strategies focus on?

The firm emphasizes asset allocation across equities, fixed income, cash equivalents, and alternative investments such as real estate investment trusts (REITs) and commodities. Specific sector focuses are not publicly detailed.

## Related profiles

- [Redwood Financial Advisors](https://altss.com/profile/redwood-financial-advisors-inc)
- [Southward Financial Services](https://altss.com/profile/southward-financial-services-llc)

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Last updated: 2026-07-06T00:35:38.640Z

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