LIFEGUIDE FINANCIAL ADVISORS, LLC
CRD #284842 SEC #801-108442 MECHANICSBURG, PA (717) 796-1700
SEC Registered
Total AUM
$455.6M
Discretionary
$452.6M
Employees
25
Clients
--
Accounts
2,524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $455.6M | $452.6M | $3M | 25 | 0 |
| Jun 2025 | $455.6M | $452.6M | $3M | 25 | 0 |
| May 2025 | $455.6M | $452.6M | $3M | 25 | 0 |
| May 2025 | $455.6M | $452.6M | $3M | 25 | 0 |
| Mar 2025 | $455.6M | $452.6M | $3M | 25 | 0 |
| Mar 2025 | $455.6M | $452.6M | $3M | 25 | 0 |
| Feb 2025 | $372.5M | $369.6M | $3M | 17 | 0 |
| Aug 2024 | $372.5M | $369.6M | $3M | 17 | 0 |
| Jul 2024 | $372.5M | $369.6M | $3M | 17 | 0 |
| Apr 2024 | $372.5M | $369.6M | $3M | 17 | 0 |
| Mar 2024 | $372.5M | $369.6M | $3M | 17 | 0 |
| Jan 2024 | $315.3M | $312.6M | $2.7M | 21 | 0 |
| Jan 2024 | $315.3M | $312.6M | $2.7M | 21 | 0 |
| Nov 2023 | $315.3M | $312.6M | $2.7M | 21 | 0 |
| Nov 2023 | $315.3M | $312.6M | $2.7M | 21 | 0 |
| Oct 2023 | $315.3M | $312.6M | $2.7M | 21 | 0 |
| Sep 2023 | $315.3M | $312.6M | $2.7M | 21 | 0 |
| Aug 2023 | $315.3M | $312.6M | $2.7M | 21 | 0 |
| Mar 2023 | $315.3M | $312.6M | $2.7M | 21 | 0 |
| Mar 2022 | $342M | $339.5M | $2.6M | 17 | 0 |
| Jan 2022 | $267.6M | $263.3M | $4.3M | 17 | 0 |
| Dec 2021 | $267.6M | $263.3M | $4.3M | 17 | 0 |
| Aug 2021 | $267.6M | $263.3M | $4.3M | 17 | 0 |
| Apr 2021 | $267.6M | $263.3M | $4.3M | 17 | 0 |
| Mar 2021 | $267.6M | $263.3M | $4.3M | 17 | 0 |
| Jan 2021 | $220.6M | $216.4M | $4.2M | 18 | 0 |
| Nov 2020 | $220.6M | $216.4M | $4.2M | 18 | 0 |
| Oct 2020 | $220.6M | $216.4M | $4.2M | 18 | 0 |
| Sep 2020 | $220.6M | $216.4M | $4.2M | 16 | 0 |
| Jun 2020 | $220.6M | $216.4M | $4.2M | 14 | 0 |
| May 2020 | $220.6M | $216.4M | $4.2M | 14 | 0 |
| Mar 2020 | $220.6M | $216.4M | $4.2M | 14 | 0 |
| May 2019 | $166.4M | $162.1M | $4.2M | 10 | 0 |
| Mar 2019 | $166.4M | $162.1M | $4.2M | 10 | 0 |
| Aug 2018 | $159.3M | $154.6M | $4.7M | 8 | 0 |
| Mar 2018 | $159.3M | $154.6M | $4.7M | 8 | 0 |
| Mar 2018 | $159.3M | $154.6M | $4.7M | 8 | 0 |
| Aug 2017 | $113.7M | $112.1M | $1.6M | 6 | 300 |
| Aug 2017 | $113.7M | $112.1M | $1.6M | 6 | 300 |
| Mar 2017 | $113.7M | $112.1M | $1.6M | 6 | 300 |
| Mar 2017 | $113.7M | $112.1M | $1.6M | 6 | 300 |
| Mar 2017 | $113.7M | $112.1M | $1.6M | 6 | 300 |
| Nov 2016 | $100.2M | $99.2M | $981.7K | 7 | 300 |
| Nov 2016 | $0 | $0 | $0 | 7 | 0 |
| Oct 2016 | $0 | $0 | $0 | 7 | 0 |
| Sep 2016 | $0 | $0 | $0 | 7 | 0 |
DateNov 2025
Total AUM$455.6M
Discretionary$452.6M
Non-Disc.$3M
Employees25
Clients0
DateJun 2025
Total AUM$455.6M
Discretionary$452.6M
Non-Disc.$3M
Employees25
Clients0
DateMay 2025
Total AUM$455.6M
Discretionary$452.6M
Non-Disc.$3M
Employees25
Clients0
DateMay 2025
Total AUM$455.6M
Discretionary$452.6M
Non-Disc.$3M
Employees25
Clients0
DateMar 2025
Total AUM$455.6M
Discretionary$452.6M
Non-Disc.$3M
Employees25
Clients0
DateMar 2025
Total AUM$455.6M
Discretionary$452.6M
Non-Disc.$3M
Employees25
Clients0
DateFeb 2025
Total AUM$372.5M
Discretionary$369.6M
Non-Disc.$3M
Employees17
Clients0
DateAug 2024
Total AUM$372.5M
Discretionary$369.6M
Non-Disc.$3M
Employees17
Clients0
DateJul 2024
Total AUM$372.5M
Discretionary$369.6M
Non-Disc.$3M
Employees17
Clients0
DateApr 2024
Total AUM$372.5M
Discretionary$369.6M
Non-Disc.$3M
Employees17
Clients0
DateMar 2024
Total AUM$372.5M
Discretionary$369.6M
Non-Disc.$3M
Employees17
Clients0
DateJan 2024
Total AUM$315.3M
Discretionary$312.6M
Non-Disc.$2.7M
Employees21
Clients0
DateJan 2024
Total AUM$315.3M
Discretionary$312.6M
Non-Disc.$2.7M
Employees21
Clients0
DateNov 2023
Total AUM$315.3M
Discretionary$312.6M
Non-Disc.$2.7M
Employees21
Clients0
DateNov 2023
Total AUM$315.3M
Discretionary$312.6M
Non-Disc.$2.7M
Employees21
Clients0
DateOct 2023
Total AUM$315.3M
Discretionary$312.6M
Non-Disc.$2.7M
Employees21
Clients0
DateSep 2023
Total AUM$315.3M
Discretionary$312.6M
Non-Disc.$2.7M
Employees21
Clients0
DateAug 2023
Total AUM$315.3M
Discretionary$312.6M
Non-Disc.$2.7M
Employees21
Clients0
DateMar 2023
Total AUM$315.3M
Discretionary$312.6M
Non-Disc.$2.7M
Employees21
Clients0
DateMar 2022
Total AUM$342M
Discretionary$339.5M
Non-Disc.$2.6M
Employees17
Clients0
DateJan 2022
Total AUM$267.6M
Discretionary$263.3M
Non-Disc.$4.3M
Employees17
Clients0
DateDec 2021
Total AUM$267.6M
Discretionary$263.3M
Non-Disc.$4.3M
Employees17
Clients0
DateAug 2021
Total AUM$267.6M
Discretionary$263.3M
Non-Disc.$4.3M
Employees17
Clients0
DateApr 2021
Total AUM$267.6M
Discretionary$263.3M
Non-Disc.$4.3M
Employees17
Clients0
DateMar 2021
Total AUM$267.6M
Discretionary$263.3M
Non-Disc.$4.3M
Employees17
Clients0
DateJan 2021
Total AUM$220.6M
Discretionary$216.4M
Non-Disc.$4.2M
Employees18
Clients0
DateNov 2020
Total AUM$220.6M
Discretionary$216.4M
Non-Disc.$4.2M
Employees18
Clients0
DateOct 2020
Total AUM$220.6M
Discretionary$216.4M
Non-Disc.$4.2M
Employees18
Clients0
DateSep 2020
Total AUM$220.6M
Discretionary$216.4M
Non-Disc.$4.2M
Employees16
Clients0
DateJun 2020
Total AUM$220.6M
Discretionary$216.4M
Non-Disc.$4.2M
Employees14
Clients0
DateMay 2020
Total AUM$220.6M
Discretionary$216.4M
Non-Disc.$4.2M
Employees14
Clients0
DateMar 2020
Total AUM$220.6M
Discretionary$216.4M
Non-Disc.$4.2M
Employees14
Clients0
DateMay 2019
Total AUM$166.4M
Discretionary$162.1M
Non-Disc.$4.2M
Employees10
Clients0
DateMar 2019
Total AUM$166.4M
Discretionary$162.1M
Non-Disc.$4.2M
Employees10
Clients0
DateAug 2018
Total AUM$159.3M
Discretionary$154.6M
Non-Disc.$4.7M
Employees8
Clients0
DateMar 2018
Total AUM$159.3M
Discretionary$154.6M
Non-Disc.$4.7M
Employees8
Clients0
DateMar 2018
Total AUM$159.3M
Discretionary$154.6M
Non-Disc.$4.7M
Employees8
Clients0
DateAug 2017
Total AUM$113.7M
Discretionary$112.1M
Non-Disc.$1.6M
Employees6
Clients300
DateAug 2017
Total AUM$113.7M
Discretionary$112.1M
Non-Disc.$1.6M
Employees6
Clients300
DateMar 2017
Total AUM$113.7M
Discretionary$112.1M
Non-Disc.$1.6M
Employees6
Clients300
DateMar 2017
Total AUM$113.7M
Discretionary$112.1M
Non-Disc.$1.6M
Employees6
Clients300
DateMar 2017
Total AUM$113.7M
Discretionary$112.1M
Non-Disc.$1.6M
Employees6
Clients300
DateNov 2016
Total AUM$100.2M
Discretionary$99.2M
Non-Disc.$981.7K
Employees7
Clients300
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0