# Lifestyle Financial Strategies, LLC

Lifestyle Financial Strategies, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 145846
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145846

## About

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

## Questions

### 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.

## Related profiles

- [Economic Research And Insurance Solutions, LLC](https://altss.com/profile/economic-research-and-insurance-solutions-llc)
- [CPR Financial & Insurance Services](https://altss.com/profile/cpr-financial-and-insurance-services-inc)

---

Last updated: 2026-07-06T01:24:20.262Z

Canonical page: https://altss.com/profile/lifestyle-financial-strategies-llc

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