Wealth manager, independent · Friendswood, TX
Lifestyle Asset Management, Inc.
SEC-registered investment adviser · CRD 157450 · SEC 801-116746
At a glance
Lifestyle Asset Management, Inc. is an SEC-registered investment adviser based in Friendswood, Texas, with $571 million in regulatory assets under management as of its Form ADV filed July 15, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 922 individual clients. By Form ADV it is a wealth manager, ranked 2,587th of 8,915 wealth managers and 7,286th of 17,210 SEC-registered advisers by assets.
Main office 281-612-2035As filed on Form ADV
- Regulatory AUM
- $571M
- Rank among wealth managers
- #2,587 of 8,915
- Rank among all SEC RIAs
- #7,286 of 17,210
- Rank in Texas
- #469 of 1,081
- Individual clients
- 922
- High-net-worth clients
- 163
- Accounts
- 1,852
- Discretionary
- 100% of AUM
- Employees
- 13
- Advisory staff
- 13
- Offices
- 5
Owners and executives on its Form ADV
- Paul B. JacksonChief Investment Officer
- Michael A. WegnerPresident
- Ross A. WegnerChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Lifestyle Asset Management, Inc. is a hybrid RIA: 10 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed July 2026) names Cetera Advisors as the broker-dealer its advisers are registered with.
Compensation for the Sale of Securities or Other Investment Products Some persons providing investment advice on behalf of our firm are registered representatives with Cetera Advisors LLC. dba Lifestyle Financial Advisors, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 163 | $326M | 57% |
| Individuals | 759 | $229M | 40% |
| Pension and profit sharing plans | 6 | $16M | 3% |
Disciplinary disclosures
Lifestyle Asset Management, Inc. 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
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Lifestyle Asset Management, Inc.
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, 6 years of filings
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- Growth over one, three and five years
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- Rank against 5,076 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Lifestyle Asset Management, Inc. manage?
Lifestyle Asset Management, Inc. reports $571 million in regulatory assets under management across 1,852 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 15, 2026.
What kind of firm is Lifestyle Asset Management, Inc.?
Lifestyle Asset Management, Inc. 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 Lifestyle Asset Management, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($326 million, 163 clients); individuals ($229 million, 759 clients); pension and profit sharing plans ($16 million, 6 clients).
Does Lifestyle Asset Management, Inc. have any disciplinary history?
Lifestyle Asset Management, Inc. 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 Lifestyle Asset Management, Inc.’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 (2026-07-15), 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 →