Lifestyle Financial Strategies, LLC

Lifestyle Financial Strategies, LLC is an RIA providing wealth management and financial planning. No public AUM, principals, or founding details.

Lifestyle Financial Strategies, LLC

LIFESTYLE FINANCIAL STRATEGIES, LLC is an SEC-registered investment adviser in MIDDLETOWN, CT. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at Lifestyle Financial Strategies?

The firm does not publicly name its CEO, CIO, or other investment decision-makers. No principal biographies are available through SEC filings, state registries, or business listings.

How does Lifestyle Financial Strategies source its investment products?

The firm likely uses third-party custodians and asset managers to construct client portfolios, as is standard for RIA firms that lack proprietary funds. It may recommend mutual funds, ETFs, and separate accounts based on client risk profiles.

Is Lifestyle Financial Strategies a single family office or a multi-family office?

The firm operates as a registered investment adviser rather than a family office. It likely serves multiple unrelated clients, making it a multi-client advisory practice.

What investment stages or asset classes does the firm target?

Public records indicate the firm manages traditional asset classes — equities, fixed income, and cash equivalents. There is no evidence of direct private equity, venture capital, or real estate investments.

Does Lifestyle Financial Strategies disclose its AUM?

As of mid-2026, the firm has not publicly disclosed assets under management. No AUM figure appears in SEC filings, state registrations, or press releases.

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.