Life&wealth Advisors, Inc.

Life&wealth Advisors, Inc. (CRD# 135292) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $60,123,969 in 139 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1399 Ygnacio Valley Road, Suite 29, Walnut Creek, CA 94598
http://www.lwadvice.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $432,547
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Life&wealth Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gary Gardner, financial advisor Walnut Creek CA
Gary P. Gardner
CRD#: 822768
1399 Ygnacio Valley Road, Suite 29, Walnut Creek, CA 94598

Gary Gardner (CRD# 822768) is an Investment Advisor Representative working at Life&wealth Advisors, Inc. in Walnut Creek, CA and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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