Wealth manager, wrap-program sponsor · Mechanicsburg, PA
Lifeguide Financial Advisors, LLC
SEC-registered investment adviser · CRD 284842 · SEC 801-108442
At a glance
Lifeguide Financial Advisors, LLC is an SEC-registered investment adviser based in Mechanicsburg, Pennsylvania, with $563 million in regulatory assets under management as of its Form ADV filed September 28, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 766 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 2,626th of 8,915 wealth managers and 7,351st of 17,210 SEC-registered advisers by assets.
Main office 717-796-1700lifeguidefa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $563M
- Rank among wealth managers
- #2,626 of 8,915
- Rank among all SEC RIAs
- #7,351 of 17,210
- Rank in Pennsylvania
- #267 of 564
- Individual clients
- 766
- High-net-worth clients
- 150
- Accounts
- 2,715
- Discretionary
- 100% of AUM
- Employees
- 25
- Advisory staff
- 16
- Offices
- 3
Owners and executives on its Form ADV
- David I. LutzManaging Member and Chief Compliance Officer
- Douglas K. DenlingerManaging Member
- Derek G. MosleyManaging Member
- Brien J. LasseManaging Member
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 150 | $342M | 61% |
| Individuals | 616 | $208M | 37% |
| Charitable organizations | 12 | $9M | 2% |
| Corporations or other businesses | – | $4M | <1% |
Disciplinary disclosures
Lifeguide Financial Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗lifeguidefa.com ↗
AtlasMembers
The full record on Lifeguide Financial Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 5,120 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Lifeguide Financial Advisors, LLC manage?
Lifeguide Financial Advisors, LLC reports $563 million in regulatory assets under management across 2,715 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 28, 2026.
What kind of firm is Lifeguide Financial Advisors, LLC?
Lifeguide Financial Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Lifeguide Financial Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($342 million, 150 clients); individuals ($208 million, 616 clients); charitable organizations ($9 million, 12 clients).
Does Lifeguide Financial Advisors, LLC have any disciplinary history?
Lifeguide Financial Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Lifeguide Financial Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →