Single Family OfficeRIA · CRD 171609SEC-Registered

Updated:

Your Richest Life

YOUR RICHEST LIFE is an SEC-registered investment adviser in PLANO, TX. The firm manages $29 million in assets, $17 million on a discretionary basis.

Your Richest Life

YOUR RICHEST LIFE is an SEC-registered investment adviser in PLANO, TX. The firm manages $29 million in assets, $17 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

What is the primary mandate of Your Richest Life?

Your Richest Life serves as a single-family office, meaning it is dedicated exclusively to managing the financial and philanthropic affairs of a single founding family. Its mandate centers on capital preservation, growth, and multi-generational wealth transfer.

Is Your Richest Life a registered investment advisor or a private entity?

The firm is structured as a private single-family office, which typically allows it to operate without public regulatory filings if it meets exemption thresholds. Its legal status is not publicly disclosed.

Does Your Richest Life invest in external funds or only direct deals?

This firm has not publicly disclosed its investment approach. For most single-family offices of this profile, allocations may include direct private investments, fund commitments, and public market securities, but specific strategies are unknown.

What is the wealth origin of the family behind Your Richest Life?

The source of the family's wealth has not been publicly disclosed. No founding entrepreneur, industry, or fortune is attributed to this entity in public records.

Does Your Richest Life have any philanthropic foundations or charitable arms?

No philanthropic structures have been publicly attributed to Your Richest Life. The firm may maintain private charitable vehicles, but they are not disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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