Lifestyle Financial Services, LLC

LIFESTYLE FINANCIAL SERVICES, LLC is a state-registered investment adviser with approximately $3 million in regulatory assets under management.

Overview

LIFESTYLE FINANCIAL SERVICES, LLC is a state-registered investment adviser with approximately $3 million in regulatory assets under management. The firm advises clients on investment strategies. It is subject to SEC oversight.

Website

lifestylefinancialservices.com

linkedin.com/company/geraldhouse

General information

Firm type

RIA

Who runs investment decisions at Lifestyle Financial Services, LLC?

No individual has been publicly named as the CIO, CEO, or managing principal of Lifestyle Financial Services, LLC. The firm's principals are not disclosed in any public record, press report, or corporate filing. Investment decision-making authority remains unknown.

Does Lifestyle Financial Services, LLC invest in external funds or make direct deals?

The firm's investment approach is not a matter of public record. It is unclear whether it commits to external fund managers, makes direct investments, or operates a portfolio of businesses. No partnerships or co-investments have been reported.

Are there any known portfolio companies or asset allocations for this firm?

No portfolio companies, deal sizes, or asset-class allocations have been disclosed. The firm's holdings in public or private markets are not traceable through available public registries or financial reports.

How is Lifestyle Financial Services, LLC structured?

The firm is registered as a limited liability company (LLC), a structure commonly used by family offices for liability protection and operational flexibility. Its exact organizational hierarchy — whether it employs staff, uses external advisors, or operates through subsidiaries — is not disclosed.

Profile maintained by Altss. Updated: Oct 23, 2026. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.