Be advised. This firm is no longer registered.

Lfs Wealth Advisors

Lfs Wealth Advisors (CRD# 154223) is a financial advisory firm headquartered in San Ramon, CA. They manage $210,400,000 in 463 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $454,428
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lfs Wealth Advisors
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.