FINANCIAL LIFE ADVISORS LLC
Legal name: FINANCIAL LIFE ADVISORS
CRD #128502 SEC #801-111024 SAN ANTONIO, TX 210-918-8998
SEC Registered
Total AUM
$345.8M
Discretionary
$292.5M
Employees
11
Clients
101
Accounts
710
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $345.8M | $292.5M | $53.2M | 11 | 7 |
| Nov 2025 | $345.8M | $292.5M | $53.2M | 11 | 7 |
| Sep 2025 | $345.8M | $292.5M | $53.2M | 11 | 7 |
| Aug 2025 | $345.8M | $292.5M | $53.2M | 11 | 7 |
| May 2025 | $345.8M | $292.5M | $53.2M | 11 | 7 |
| Feb 2025 | $345.8M | $292.5M | $53.2M | 11 | 7 |
| Jul 2024 | $324.1M | $277.1M | $47M | 9 | 20 |
| Mar 2024 | $324.1M | $277.1M | $47M | 9 | 20 |
| Mar 2023 | $286.7M | $242.9M | $43.7M | 10 | 13 |
| Oct 2022 | $360.6M | $281.6M | $79M | 10 | 25 |
| May 2022 | $360.6M | $281.6M | $79M | 10 | 25 |
| Mar 2022 | $360.6M | $281.6M | $79M | 10 | 25 |
| Mar 2022 | $360.6M | $281.6M | $79M | 10 | 25 |
| Mar 2021 | $284.4M | $229.5M | $54.9M | 9 | 19 |
| Jan 2021 | $284.4M | $229.5M | $54.9M | 10 | 203 |
| Jun 2020 | $232M | $190.5M | $41.6M | 10 | 17 |
| Jun 2020 | $232M | $190.5M | $41.6M | 10 | 17 |
| Jun 2020 | $232M | $190.5M | $41.6M | 10 | 17 |
| May 2020 | $232M | $190.5M | $41.6M | 10 | 17 |
| May 2020 | $232M | $190.5M | $41.6M | 10 | 17 |
| Mar 2020 | $232M | $190.5M | $41.6M | 10 | 17 |
| Mar 2019 | $193.9M | $154.1M | $39.8M | 11 | 14 |
| Mar 2018 | $154.5M | $113.9M | $40.6M | 10 | 5 |
| Aug 2017 | $112.1M | $92.8M | $19.3M | 7 | 26 |
| Jul 2017 | $112.1M | $92.8M | $19.3M | 7 | 26 |
| Jul 2017 | $112.1M | $92.8M | $19.3M | 7 | 26 |
DateNov 2025
Total AUM$345.8M
Discretionary$292.5M
Non-Disc.$53.2M
Employees11
Clients7
DateNov 2025
Total AUM$345.8M
Discretionary$292.5M
Non-Disc.$53.2M
Employees11
Clients7
DateSep 2025
Total AUM$345.8M
Discretionary$292.5M
Non-Disc.$53.2M
Employees11
Clients7
DateAug 2025
Total AUM$345.8M
Discretionary$292.5M
Non-Disc.$53.2M
Employees11
Clients7
DateMay 2025
Total AUM$345.8M
Discretionary$292.5M
Non-Disc.$53.2M
Employees11
Clients7
DateFeb 2025
Total AUM$345.8M
Discretionary$292.5M
Non-Disc.$53.2M
Employees11
Clients7
DateJul 2024
Total AUM$324.1M
Discretionary$277.1M
Non-Disc.$47M
Employees9
Clients20
DateMar 2024
Total AUM$324.1M
Discretionary$277.1M
Non-Disc.$47M
Employees9
Clients20
DateMar 2023
Total AUM$286.7M
Discretionary$242.9M
Non-Disc.$43.7M
Employees10
Clients13
DateOct 2022
Total AUM$360.6M
Discretionary$281.6M
Non-Disc.$79M
Employees10
Clients25
DateMay 2022
Total AUM$360.6M
Discretionary$281.6M
Non-Disc.$79M
Employees10
Clients25
DateMar 2022
Total AUM$360.6M
Discretionary$281.6M
Non-Disc.$79M
Employees10
Clients25
DateMar 2022
Total AUM$360.6M
Discretionary$281.6M
Non-Disc.$79M
Employees10
Clients25
DateMar 2021
Total AUM$284.4M
Discretionary$229.5M
Non-Disc.$54.9M
Employees9
Clients19
DateJan 2021
Total AUM$284.4M
Discretionary$229.5M
Non-Disc.$54.9M
Employees10
Clients203
DateJun 2020
Total AUM$232M
Discretionary$190.5M
Non-Disc.$41.6M
Employees10
Clients17
DateJun 2020
Total AUM$232M
Discretionary$190.5M
Non-Disc.$41.6M
Employees10
Clients17
DateJun 2020
Total AUM$232M
Discretionary$190.5M
Non-Disc.$41.6M
Employees10
Clients17
DateMay 2020
Total AUM$232M
Discretionary$190.5M
Non-Disc.$41.6M
Employees10
Clients17
DateMay 2020
Total AUM$232M
Discretionary$190.5M
Non-Disc.$41.6M
Employees10
Clients17
DateMar 2020
Total AUM$232M
Discretionary$190.5M
Non-Disc.$41.6M
Employees10
Clients17
DateMar 2019
Total AUM$193.9M
Discretionary$154.1M
Non-Disc.$39.8M
Employees11
Clients14
DateMar 2018
Total AUM$154.5M
Discretionary$113.9M
Non-Disc.$40.6M
Employees10
Clients5
DateAug 2017
Total AUM$112.1M
Discretionary$92.8M
Non-Disc.$19.3M
Employees7
Clients26
DateJul 2017
Total AUM$112.1M
Discretionary$92.8M
Non-Disc.$19.3M
Employees7
Clients26
DateJul 2017
Total AUM$112.1M
Discretionary$92.8M
Non-Disc.$19.3M
Employees7
Clients26