RIA Intelligence

LIFEPRO ASSET MANAGEMENT, LLC

Legal name: LIFEPRO ASSET MANAGEMENT

CRD #285252 SEC #801-118422 SAN DIEGO, CA (888) 543-3776
SEC Registered
Total AUM
$311.3M
Discretionary
$311.3M
Employees
42
Clients
10
Accounts
1,105

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 23, 2025
Branch Offices
35

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DONALDSON, BRUCE, GEORGEIBOARD MEMBERNA
DONALDSON, BRUCE, GEORGEIBOARD MEMBERNA
DONALDSON, BRUCE, GEORGEIBOARD MEMBERNA
DONALDSON, BRUCE, GEORGEIBOARD MEMBERNA
LEIDNER, MITCHELL, MARCICFO/TREASURERNA Control
LEIDNER, MITCHELL, MARCICFO/TREASURERNA Control
LEIDNER, MITCHELL, MARCICFO/TREASURERNA Control
LEIDNER, MITCHELL, MARCICFO/TREASURERNA Control
LEIDNER, MITCHELL, MARCICFO/TREASURERNA Control
LEIDNER, MITCHELL, MARCICFO/TREASURER AND BOARD MEMBERNA Control
LEIDNER, MITCHELL, MARCICFO/TREASURER AND BOARD MEMBERNA Control
LEIDNER, MITCHELL, MARCICFO/TREASURERNA Control
LEIDNER, MITCHELL, MARCICFO/TREASURER AND BOARD MEMBERNA Control
LEIDNER, MITCHELL, MARCICFO/TREASURER AND BOARD MEMBERNA Control
MCCANN, ERIN, BARTLETTIBOARD MEMBERNA
MCCANN, ERIN, BARTLETTIBOARD MEMBERNA
MCCANN, ERIN, BARTLETTIBOARD MEMBERNA
MCCANN, ERIN, BARTLETTIBOARD MEMBERNA
Nevejans, BenjaminIPRESIDENTNA Control
Nevejans, BenjaminIPRESIDENTNA Control
Nevejans, BenjaminIPRESIDENTNA Control
Nevejans, BenjaminIPRESIDENTNA Control
POMBRA, MANOJ, KUMARICHIEF COMPLIANCE OFFICERNA
POMBRA, MANOJ, KUMARICHIEF COMPLIANCE OFFICERNA
POMBRA, MANOJ, KUMARICHIEF COMPLIANCE OFFICERNA
POMBRA, MANOJ, KUMARICHIEF COMPLIANCE OFFICERNA
POMBRA, MANOJ, KUMARICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
RAIDER, SCOTT, NICHIEF COMPLIANCE OFFICERNA
Raider, Scott, NICHIEF COMPLIANCE OFFICERNA Control
Raider, Scott, NICHIEF COMPLIANCE OFFICERNA Control
Raider, Scott, NICHIEF COMPLIANCE OFFICERNA Control
Raider, Scott, NICHIEF COMPLIANCE OFFICERNA Control
Reaburn, Robert, AndrewIMANAGING DIRECTORNA Control
Reaburn, Robert, AndrewIMANAGING DIRECTOR, HEAD OF WEALTH MANAGEMENTNA Control
Reaburn, Robert, AndrewIMANAGING DIRECTOR, HEAD OF WEALTH MANAGEMENTNA Control
Reaburn, Robert, AndrewIMANAGING DIRECTOR, HEAD OF WEALTH MANAGEMENTNA Control
Reaburn, Robert, AndrewIMANAGING DIRECTOR, HEAD OF WEALTH MANAGEMENTNA Control
Reaburn, Robert, AndrewIMANAGING DIRECTOR, HEAD OF WEALTH MANAGEMENTNA Control
Reaburn, Robert, AndrewIMANAGING DIRECTOR, HEAD OF WEALTH MANAGEMENTNA Control
Reaburn, Robert, AndrewIMANAGING DIRECTOR, HEAD OF WEALTH MANAGEMENTNA Control
Reaburn, Robert, AndrewIMANAGING DIRECTOR, HEAD OF WEALTH MANAGEMENTNA Control
Reaburn, Robert, AndrewIMANAGING DIRECTOR, HEAD OF WEALTH MANAGEMENTNA Control
Reaburn, Robert, AndrewICHIEF INVESTMENT OFFICERNA Control
Reaburn, Robert, AndrewICHIEF INVESTMENT OFFICERNA Control
Reaburn, Robert, AndrewIMANAGING DIRECTOR, HEAD OF WEALTH MANAGEMENTNA Control
Reaburn, Robert, AndrewICHIEF INVESTMENT OFFICERNA Control
Reaburn, Robert, AndrewICHIEF INVESTMENT OFFICERNA Control
Reaburn, Robert, AndrewICHIEF INVESTMENT OFFICERNA Control
Reaburn, Robert, AndrewICHIEF INVESTMENT OFFICERNA Control
Reaburn, Robert, AndrewICHIEF INVESTMENT OFFICERNA Control
Reaburn, Robert, AndrewICHIEF INVESTMENT OFFICERNA Control
Reaburn, Robert, AndrewICHIEF INVESTMENT OFFICERNA Control
Reaburn, Robert, AndrewICHIEF INVESTMENT OFFICERNA Control
ULZ, HEATHER, NICOLEICEO AND BOARD MEMBERNA Control
ULZ, HEATHER, NICOLEICEO AND BOARD MEMBERNA Control
ULZ, HEATHER, NICOLEICEO AND BOARD MEMBERNA Control
ULZ, HEATHER, NICOLEICEO AND BOARD MEMBERNA Control
Wickersham, Sean, DavidIBOARD MEMBERNA
Wickersham, Sean, DavidIBOARD MEMBERNA
Wickersham, Sean, DavidIBOARD MEMBERNA
Wickersham, Sean, DavidIBOARD MEMBERNA
reaburn, robert, andrewICHIEF COMPLIANCE OFFICERNA Control
reaburn, robert, andrewICHIEF COMPLIANCE OFFICERNA Control
reaburn, robert, andrewICHIEF COMPLIANCE OFFICERNA Control
reaburn, robert, andrewICHIEF COMPLIANCE OFFICERNA Control
reaburn, robert, andrewICHIEF COMPLIANCE OFFICERNA Control
reaburn, robert, andrewICHIEF COMPLIANCE OFFICERNA Control
reaburn, robert, andrewICHIEF COMPLIANCE OFFICERNA Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
LIFEPRO FINANCIAL SERVICES, INC.DEOWNERE Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control
ULZ, HEATHER, NICOLEICHIEF EXECUTIVE OFFICERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LEE EQUITY PARTNERS III GP LLCDELEP SIMPLICITY HOLDINGS, L.P.F Control
LEE EQUITY PARTNERS III GP LLCDELEP SIMPLICITY HOLDINGS, L.P.F Control
LEE EQUITY PARTNERS III GP LLCDELEP SIMPLICITY HOLDINGS, L.P.F Control
LEE EQUITY PARTNERS III GP LLCDELEP SIMPLICITY HOLDINGS, L.P.F Control
LEE EQUITY PARTNERS III GP LLCDELEP SIMPLICITY HOLDINGS, L.P.F Control
LEE EQUITY PARTNERS III GP LLCDELEP SIMPLICITY HOLDINGS, L.P.F Control
LEE EQUITY PARTNERS III GP LLCDELEP SIMPLICITY HOLDINGS, L.P.F Control
LEE EQUITY PARTNERS III GP LLCDELEP SIMPLICITY HOLDINGS, L.P.F Control
LEE EQUITY PARTNERS III GP LLCDELEP SIMPLICITY HOLDINGS, L.P.F Control
LEP PEQUOD GP, LLCDELEP PEQUOD HOLDINGS LPF Control
LEP PEQUOD GP, LLCDELEP PEQUOD HOLDINGS LPF Control
LEP PEQUOD GP, LLCDELEP PEQUOD HOLDINGS LPF Control
LEP PEQUOD GP, LLCDELEP PEQUOD HOLDINGS LPF Control
LEP PEQUOD GP, LLCDELEP PEQUOD HOLDINGS LPF Control
LEP PEQUOD GP, LLCDELEP PEQUOD HOLDINGS LPF Control
LEP PEQUOD GP, LLCDELEP PEQUOD HOLDINGS LPF Control
LEP PEQUOD GP, LLCDELEP PEQUOD HOLDINGS LPF Control
LEP PEQUOD GP, LLCDELEP PEQUOD HOLDINGS LPF Control
SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS, INC.DESIMPLICITY FINANCIAL MARKETING HOLDINGS INC.F Control
SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS, INC.DESIMPLICITY FINANCIAL MARKETING HOLDINGS INC.F Control
SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS, INC.DESIMPLICITY FINANCIAL MARKETING HOLDINGS INC.F Control
SIMPLICITY FINANCIAL MARKETING HOLDINGS INC.DELIFEPRO FINANCIAL SERVICES, INC.F Control
SIMPLICITY FINANCIAL MARKETING HOLDINGS INC.DELIFEPRO FINANCIAL SERVICES, INC.F Control
SIMPLICITY FINANCIAL MARKETING HOLDINGS INC.DELIFEPRO FINANCIAL SERVICES, INC.F Control
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.DELIFEPRO FINANCIAL SERVICES, INC.F Control
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.DELIFEPRO FINANCIAL SERVICES, INC.F Control
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.DELIFEPRO FINANCIAL SERVICES, INC.F Control
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.DELIFEPRO FINANCIAL SERVICES, INC.F Control
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.DELIFEPRO FINANCIAL SERVICES, INC.F Control
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.DELIFEPRO FINANCIAL SERVICES, INC.F Control
LEP PEQUOD HOLDINGS LPDEPEQUOD TOPCO INCE Control
LEP PEQUOD HOLDINGS LPDEPEQUOD TOPCO INCE Control
LEP PEQUOD HOLDINGS LPDEPEQUOD TOPCO INCE Control
LEP PEQUOD HOLDINGS LPDEPEQUOD TOPCO INCE Control
LEP PEQUOD HOLDINGS LPDEPEQUOD TOPCO INCE Control
LEP PEQUOD HOLDINGS LPDEPEQUOD TOPCO INCE Control
LEP PEQUOD HOLDINGS LPDEPEQUOD TOPCO INCE Control
LEP PEQUOD HOLDINGS LPDEPEQUOD TOPCO INCE Control
LEP PEQUOD HOLDINGS LPDEPEQUOD TOPCO INCE Control
LEP SIMPLICITY HOLDINGS, L.P.DELEP PEQUOD HOLDINGS LPE Control
LEP SIMPLICITY HOLDINGS, L.P.DELEP PEQUOD HOLDINGS LPE Control
LEP SIMPLICITY HOLDINGS, L.P.DELEP PEQUOD HOLDINGS LPE Control
LEP SIMPLICITY HOLDINGS, L.P.DELEP PEQUOD HOLDINGS LPE Control
LEP SIMPLICITY HOLDINGS, L.P.DELEP PEQUOD HOLDINGS LPE Control
LEP SIMPLICITY HOLDINGS, L.P.DELEP PEQUOD HOLDINGS LPE Control
LEP SIMPLICITY HOLDINGS, L.P.DELEP PEQUOD HOLDINGS LPE Control
LEP SIMPLICITY HOLDINGS, L.P.DELEP PEQUOD HOLDINGS LPE Control
LEP SIMPLICITY HOLDINGS, L.P.DELEP PEQUOD HOLDINGS LPE Control
PEQUOD MIDCO INCDESIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.E Control
PEQUOD MIDCO INCDESIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.E Control
PEQUOD MIDCO INCDESIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.E Control
PEQUOD MIDCO INCDESIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.E Control
PEQUOD MIDCO INCDESIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.E Control
PEQUOD MIDCO INCDESIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS, INC.E Control
PEQUOD MIDCO INCDESIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS, INC.E Control
PEQUOD MIDCO INCDESIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.E Control
PEQUOD MIDCO INCDESIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS, INC.E Control
PEQUOD TOPCO INCDEPEQUOD MIDCO INCE Control
PEQUOD TOPCO INCDEPEQUOD MIDCO INCE Control
PEQUOD TOPCO INCDEPEQUOD MIDCO INCE Control
PEQUOD TOPCO INCDEPEQUOD MIDCO INCE Control
PEQUOD TOPCO INCDEPEQUOD MIDCO INCE Control
PEQUOD TOPCO INCDEPEQUOD MIDCO INCE Control
PEQUOD TOPCO INCDEPEQUOD MIDCO INCE Control
PEQUOD TOPCO INCDEPEQUOD MIDCO INCE Control
PEQUOD TOPCO INCDEPEQUOD MIDCO INCE Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
ZIMMERMAN, WILLIAM, FRANKLINILIFEPRO FINANCIAL SERVICESD Control
Nevejans, BenjaminILIFEPRO FINANCIAL SERVICES, INC.C Control
Nevejans, BenjaminILIFEPRO FINANCIAL SERVICES, INC.C Control
Nevejans, BenjaminILIFEPRO FINANCIAL SERVICES, INC.C Control
ULZ, HEATHER, NICOLEILIFEPRO FINANCIAL SERVICES, INC.C Control
ULZ, HEATHER, NICOLEILIFEPRO FINANCIAL SERVICES, INC.C Control
ULZ, HEATHER, NICOLEILIFEPRO FINANCIAL SERVICES, INC.C Control

Registrations

Federal

IA
Jan 23, 2025 REGISTERED

Notice Filings (51)

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Address

11512 EL CAMINO REAL
SUITE 100
SAN DIEGO, CA 92130
United States
Phone: (888) 543-3776