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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | |
| JACKSON, PAUL, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | |
| Wegner, Ross, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wegner, Ross, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wegner, Ross, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wegner, Ross, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wegner, Ross, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wegner, Ross, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wegner, Ross, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| WEGNER, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 2, 2025 REGISTERED
Notice Filings (4)
CA CO FL TX
Address
211 WEST EDGEWOODSUITE 300
FRIENDSWOOD, TX 77546
United States
Phone: 281-612-2035