Be advised. This firm is no longer registered.

Lifeguard Wealth, LLC

Lifeguard Wealth, LLC (CRD# 164188) is a financial advisory firm headquartered in Novato, CA. They manage $89,934,945 in 168 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7250 Redwood Boulevard, Suite 300, Novato, CA 94945
https://www.lifeguardwealth.com
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $535,327
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Lifeguard Wealth, LLC
No Advisor Found.

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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