LIFESPAN FINANCIAL STRATEGIES, INC.
CRD #119800 SEC #801-128580 WESTON, FL 954-385-7812
SEC Registered
Total AUM
$304.8M
Discretionary
$0
Employees
6
Clients
251
Accounts
1,061
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $304.8M | $0 | $304.8M | 6 | 0 |
| Apr 2025 | $304.8M | $0 | $304.8M | 7 | 0 |
| Feb 2025 | $304.8M | $0 | $304.8M | 7 | 0 |
| Feb 2025 | $262.7M | $0 | $262.7M | 6 | 0 |
| Apr 2024 | $262.7M | $0 | $262.7M | 6 | 0 |
| Feb 2024 | $262.7M | $0 | $262.7M | 5 | 0 |
| Oct 2023 | $255.4M | $0 | $255.4M | 5 | 222 |
| Jul 2023 | $255.4M | $0 | $255.4M | 6 | 222 |
| Jul 2023 | $255.4M | $0 | $255.4M | 6 | 222 |
| Sep 2019 | $12.8M | $0 | $12.8M | 5 | 249 |
| May 2019 | $12.8M | $0 | $12.8M | 5 | 249 |
| Mar 2019 | $12.8M | $0 | $12.8M | 5 | 249 |
| Oct 2018 | $137.9M | $0 | $137.9M | 3 | 93 |
| May 2018 | $137.9M | $0 | $137.9M | 3 | 93 |
| Apr 2018 | $137.9M | $0 | $137.9M | 3 | 93 |
DateAug 2025
Total AUM$304.8M
Discretionary$0
Non-Disc.$304.8M
Employees6
Clients0
DateApr 2025
Total AUM$304.8M
Discretionary$0
Non-Disc.$304.8M
Employees7
Clients0
DateFeb 2025
Total AUM$304.8M
Discretionary$0
Non-Disc.$304.8M
Employees7
Clients0
DateFeb 2025
Total AUM$262.7M
Discretionary$0
Non-Disc.$262.7M
Employees6
Clients0
DateApr 2024
Total AUM$262.7M
Discretionary$0
Non-Disc.$262.7M
Employees6
Clients0
DateFeb 2024
Total AUM$262.7M
Discretionary$0
Non-Disc.$262.7M
Employees5
Clients0
DateOct 2023
Total AUM$255.4M
Discretionary$0
Non-Disc.$255.4M
Employees5
Clients222
DateJul 2023
Total AUM$255.4M
Discretionary$0
Non-Disc.$255.4M
Employees6
Clients222
DateJul 2023
Total AUM$255.4M
Discretionary$0
Non-Disc.$255.4M
Employees6
Clients222
DateSep 2019
Total AUM$12.8M
Discretionary$0
Non-Disc.$12.8M
Employees5
Clients249
DateMay 2019
Total AUM$12.8M
Discretionary$0
Non-Disc.$12.8M
Employees5
Clients249
DateMar 2019
Total AUM$12.8M
Discretionary$0
Non-Disc.$12.8M
Employees5
Clients249
DateOct 2018
Total AUM$137.9M
Discretionary$0
Non-Disc.$137.9M
Employees3
Clients93
DateMay 2018
Total AUM$137.9M
Discretionary$0
Non-Disc.$137.9M
Employees3
Clients93
DateApr 2018
Total AUM$137.9M
Discretionary$0
Non-Disc.$137.9M
Employees3
Clients93