LIFESTYLE ASSET MANAGEMENT, INC.
CRD #157450 SEC #801-116746 FRIENDSWOOD, TX 281-612-2035
SEC Registered
Total AUM
$399.2M
Discretionary
$399.2M
Employees
13
Clients
--
Accounts
1,294
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $399.2M | $399.2M | $0 | 13 | 0 |
| Aug 2025 | $399.2M | $399.2M | $0 | 14 | 0 |
| May 2025 | $399.2M | $399.2M | $0 | 13 | 0 |
| Feb 2025 | $399.2M | $399.2M | $0 | 13 | 0 |
| May 2024 | $382M | $382M | $0 | 13 | 0 |
| May 2024 | $382M | $382M | $0 | 11 | 0 |
| Apr 2024 | $382M | $382M | $0 | 11 | 0 |
| Mar 2024 | $382M | $382M | $0 | 11 | 0 |
| Feb 2024 | $382M | $382M | $0 | 12 | 0 |
| Sep 2023 | $328.4M | $328.4M | $0 | 12 | 0 |
| Aug 2023 | $328.4M | $328.4M | $0 | 12 | 0 |
| Apr 2023 | $328.4M | $328.4M | $0 | 11 | 0 |
| Mar 2023 | $328.4M | $328.4M | $0 | 10 | 0 |
| Oct 2022 | $357.8M | $357.8M | $0 | 10 | 0 |
| Oct 2022 | $357.8M | $357.8M | $0 | 10 | 0 |
| Jun 2022 | $357.8M | $357.8M | $0 | 9 | 0 |
| Apr 2022 | $357.8M | $357.8M | $0 | 9 | 0 |
| Feb 2022 | $357.8M | $357.8M | $0 | 9 | 0 |
| Nov 2021 | $271.3M | $270.5M | $781.7K | 8 | 0 |
| Aug 2021 | $271.3M | $270.5M | $781.7K | 9 | 0 |
| Jun 2021 | $271.3M | $270.5M | $781.7K | 8 | 0 |
| May 2021 | $271.3M | $270.5M | $781.7K | 9 | 0 |
| Mar 2021 | $271.3M | $270.5M | $781.7K | 9 | 0 |
| Aug 2020 | $211.2M | $210.4M | $865.8K | 10 | 4 |
| May 2020 | $211.2M | $210.4M | $865.8K | 10 | 4 |
| Feb 2020 | $211.2M | $210.4M | $865.8K | 10 | 4 |
| Jan 2020 | $211.2M | $210.4M | $865.8K | 11 | 4 |
| May 2019 | $175.4M | $175.4M | $0 | 11 | 4 |
DateDec 2025
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees13
Clients0
DateAug 2025
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees14
Clients0
DateMay 2025
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees13
Clients0
DateFeb 2025
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees13
Clients0
DateMay 2024
Total AUM$382M
Discretionary$382M
Non-Disc.$0
Employees13
Clients0
DateMay 2024
Total AUM$382M
Discretionary$382M
Non-Disc.$0
Employees11
Clients0
DateApr 2024
Total AUM$382M
Discretionary$382M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$382M
Discretionary$382M
Non-Disc.$0
Employees11
Clients0
DateFeb 2024
Total AUM$382M
Discretionary$382M
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$328.4M
Discretionary$328.4M
Non-Disc.$0
Employees12
Clients0
DateAug 2023
Total AUM$328.4M
Discretionary$328.4M
Non-Disc.$0
Employees12
Clients0
DateApr 2023
Total AUM$328.4M
Discretionary$328.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$328.4M
Discretionary$328.4M
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees9
Clients0
DateApr 2022
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees9
Clients0
DateNov 2021
Total AUM$271.3M
Discretionary$270.5M
Non-Disc.$781.7K
Employees8
Clients0
DateAug 2021
Total AUM$271.3M
Discretionary$270.5M
Non-Disc.$781.7K
Employees9
Clients0
DateJun 2021
Total AUM$271.3M
Discretionary$270.5M
Non-Disc.$781.7K
Employees8
Clients0
DateMay 2021
Total AUM$271.3M
Discretionary$270.5M
Non-Disc.$781.7K
Employees9
Clients0
DateMar 2021
Total AUM$271.3M
Discretionary$270.5M
Non-Disc.$781.7K
Employees9
Clients0
DateAug 2020
Total AUM$211.2M
Discretionary$210.4M
Non-Disc.$865.8K
Employees10
Clients4
DateMay 2020
Total AUM$211.2M
Discretionary$210.4M
Non-Disc.$865.8K
Employees10
Clients4
DateFeb 2020
Total AUM$211.2M
Discretionary$210.4M
Non-Disc.$865.8K
Employees10
Clients4
DateJan 2020
Total AUM$211.2M
Discretionary$210.4M
Non-Disc.$865.8K
Employees11
Clients4
DateMay 2019
Total AUM$175.4M
Discretionary$175.4M
Non-Disc.$0
Employees11
Clients4