LFS ASSET MANAGEMENT
Legal name: LFS WEALTH ADVISORS
CRD #154223 SEC #801-113091 SAN RAMON, CA 925-800-7470
SEC Registered
Total AUM
$210.4M
Discretionary
$210.4M
Employees
7
Clients
251
Accounts
463
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $210.4M | $210.4M | $0 | 7 | 0 |
| Aug 2021 | $155.3M | $155.3M | $0 | 7 | 0 |
| Apr 2021 | $155.3M | $155.3M | $0 | 7 | 0 |
| Mar 2021 | $155.3M | $155.3M | $0 | 7 | 0 |
| Jan 2021 | $134.2M | $134.2M | $0 | 8 | 0 |
| Jan 2021 | $134.2M | $134.2M | $0 | 8 | 0 |
| Dec 2020 | $134.2M | $134.2M | $0 | 8 | 0 |
| Nov 2020 | $134.2M | $134.2M | $0 | 8 | 0 |
| Jun 2020 | $134.2M | $134.2M | $0 | 8 | 0 |
| Mar 2020 | $134.2M | $134.2M | $0 | 8 | 0 |
| Oct 2019 | $116M | $116M | $0 | 5 | 0 |
| Jul 2019 | $116M | $116M | $0 | 5 | 0 |
| Mar 2019 | $116M | $116M | $0 | 5 | 0 |
| Apr 2018 | $115.6M | $115.6M | $0 | 7 | 0 |
| Mar 2018 | $115.6M | $115.6M | $0 | 7 | 0 |
| May 2012 | $44M | $44M | $30K | 1 | 300 |
| Apr 2012 | $44M | $44M | $30K | 1 | 300 |
| Apr 2012 | $44M | $44M | $30K | 1 | 300 |
| Mar 2012 | $44M | $44M | $30K | 1 | 300 |
| Mar 2012 | $44M | $44M | $30K | 1 | 300 |
| Nov 2011 | $43M | $43M | $0 | 1 | 0 |
| Nov 2011 | $43M | $43M | $0 | 1 | 0 |
| Apr 2011 | $43M | $43M | $0 | 5 | -- |
| Apr 2011 | $43M | $43M | $0 | 5 | -- |
| Oct 2010 | $26.3M | $26.3M | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2022
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees8
Clients0
DateNov 2020
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees7
Clients0
DateMay 2012
Total AUM$44M
Discretionary$44M
Non-Disc.$30K
Employees1
Clients300
DateApr 2012
Total AUM$44M
Discretionary$44M
Non-Disc.$30K
Employees1
Clients300
DateApr 2012
Total AUM$44M
Discretionary$44M
Non-Disc.$30K
Employees1
Clients300
DateMar 2012
Total AUM$44M
Discretionary$44M
Non-Disc.$30K
Employees1
Clients300
DateMar 2012
Total AUM$44M
Discretionary$44M
Non-Disc.$30K
Employees1
Clients300
DateNov 2011
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees1
Clients0
DateApr 2011
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--