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President · Lifestyle Asset Management, Inc.

Michael A. Wegner

CRD 1638972 · Named on Form ADV at one SEC-registered adviser

At a glance

Lifestyle Asset Management, Inc., an SEC-registered wealth manager based in Friendswood, TX with $571 million in regulatory assets, lists Michael A. Wegner on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Paul B. JacksonChief Investment Officer, Lifestyle Asset Management, Inc.
  • Ross A. WegnerChief Compliance Officer, Lifestyle Asset Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.