LIFESTEPS FINANCIAL, INC.
Legal name: LIFESTEPS FINANCIAL
CRD #153852 SEC #801-71544 CLAREMONT, CA 909-267-3770
SEC Registered
Total AUM
$374.6M
Discretionary
$293.3M
Employees
8
Clients
251
Accounts
804
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $374.6M | $293.3M | $81.3M | 8 | 1 |
| Feb 2025 | $374.6M | $293.3M | $81.3M | 8 | 1 |
| Nov 2024 | $315.4M | $256.9M | $58.5M | 6 | 1 |
| Oct 2024 | $315.4M | $256.9M | $58.5M | 6 | 1 |
| Mar 2024 | $315.4M | $256.9M | $58.5M | 6 | 1 |
| Oct 2023 | $262.8M | $216.3M | $46.6M | 6 | 0 |
| Mar 2023 | $262.8M | $216.3M | $46.6M | 6 | 0 |
| Oct 2022 | $298.2M | $250M | $48.2M | 6 | 0 |
| Mar 2022 | $298.2M | $250M | $48.2M | 6 | 0 |
| Jul 2021 | $239.7M | $204M | $35.7M | 7 | 0 |
| Mar 2021 | $239.7M | $204M | $35.7M | 7 | 0 |
| Oct 2020 | $208M | $182.5M | $25.4M | 7 | 0 |
| Jun 2020 | $208M | $182.5M | $25.4M | 7 | 0 |
| Feb 2020 | $208M | $182.5M | $25.4M | 7 | 0 |
| Feb 2019 | $164.8M | $153M | $11.8M | 5 | 0 |
| Mar 2018 | $160.4M | $153.6M | $6.8M | 5 | 0 |
| Aug 2017 | $137.6M | $131.3M | $6.3M | 5 | 200 |
| Feb 2017 | $137.6M | $131.3M | $6.3M | 5 | 200 |
| Mar 2016 | $122.1M | $118.8M | $3.3M | 5 | 200 |
| Mar 2015 | $116.3M | $113.2M | $3.2M | 4 | 200 |
| Sep 2014 | $107.4M | $104.7M | $2.8M | 5 | 200 |
| Mar 2014 | $107.4M | $104.7M | $2.8M | 5 | 200 |
| Sep 2013 | $96.4M | $91.7M | $4.7M | 4 | 200 |
| Mar 2013 | $96.4M | $91.7M | $4.7M | 4 | 200 |
| Mar 2012 | $92.6M | $88.1M | $4.6M | 1 | 200 |
| Mar 2011 | $88.2M | $85.1M | $3.1M | 5 | -- |
| Oct 2010 | $83.9M | $81M | $2.9M | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$374.6M
Discretionary$293.3M
Non-Disc.$81.3M
Employees8
Clients1
DateFeb 2025
Total AUM$374.6M
Discretionary$293.3M
Non-Disc.$81.3M
Employees8
Clients1
DateNov 2024
Total AUM$315.4M
Discretionary$256.9M
Non-Disc.$58.5M
Employees6
Clients1
DateOct 2024
Total AUM$315.4M
Discretionary$256.9M
Non-Disc.$58.5M
Employees6
Clients1
DateMar 2024
Total AUM$315.4M
Discretionary$256.9M
Non-Disc.$58.5M
Employees6
Clients1
DateOct 2023
Total AUM$262.8M
Discretionary$216.3M
Non-Disc.$46.6M
Employees6
Clients0
DateMar 2023
Total AUM$262.8M
Discretionary$216.3M
Non-Disc.$46.6M
Employees6
Clients0
DateOct 2022
Total AUM$298.2M
Discretionary$250M
Non-Disc.$48.2M
Employees6
Clients0
DateMar 2022
Total AUM$298.2M
Discretionary$250M
Non-Disc.$48.2M
Employees6
Clients0
DateJul 2021
Total AUM$239.7M
Discretionary$204M
Non-Disc.$35.7M
Employees7
Clients0
DateMar 2021
Total AUM$239.7M
Discretionary$204M
Non-Disc.$35.7M
Employees7
Clients0
DateOct 2020
Total AUM$208M
Discretionary$182.5M
Non-Disc.$25.4M
Employees7
Clients0
DateJun 2020
Total AUM$208M
Discretionary$182.5M
Non-Disc.$25.4M
Employees7
Clients0
DateFeb 2020
Total AUM$208M
Discretionary$182.5M
Non-Disc.$25.4M
Employees7
Clients0
DateFeb 2019
Total AUM$164.8M
Discretionary$153M
Non-Disc.$11.8M
Employees5
Clients0
DateMar 2018
Total AUM$160.4M
Discretionary$153.6M
Non-Disc.$6.8M
Employees5
Clients0
DateAug 2017
Total AUM$137.6M
Discretionary$131.3M
Non-Disc.$6.3M
Employees5
Clients200
DateFeb 2017
Total AUM$137.6M
Discretionary$131.3M
Non-Disc.$6.3M
Employees5
Clients200
DateMar 2016
Total AUM$122.1M
Discretionary$118.8M
Non-Disc.$3.3M
Employees5
Clients200
DateMar 2015
Total AUM$116.3M
Discretionary$113.2M
Non-Disc.$3.2M
Employees4
Clients200
DateSep 2014
Total AUM$107.4M
Discretionary$104.7M
Non-Disc.$2.8M
Employees5
Clients200
DateMar 2014
Total AUM$107.4M
Discretionary$104.7M
Non-Disc.$2.8M
Employees5
Clients200
DateSep 2013
Total AUM$96.4M
Discretionary$91.7M
Non-Disc.$4.7M
Employees4
Clients200
DateMar 2013
Total AUM$96.4M
Discretionary$91.7M
Non-Disc.$4.7M
Employees4
Clients200
DateMar 2012
Total AUM$92.6M
Discretionary$88.1M
Non-Disc.$4.6M
Employees1
Clients200
DateMar 2011
Total AUM$88.2M
Discretionary$85.1M
Non-Disc.$3.1M
Employees5
Clients--
DateOct 2010
Total AUM$83.9M
Discretionary$81M
Non-Disc.$2.9M
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--