Key facts
- LIFESTEPS FINANCIAL is a other based in CLAREMONT, CA.
- LIFESTEPS FINANCIAL reports $2.6M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 153852- Regulatory AUM
- $2.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 9
- Registered office
- CLAREMONT, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as LIFESTEPS FINANCIAL, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for LIFESTEPS FINANCIAL are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LIFESTEPS FINANCIAL's AUM?
- LIFESTEPS FINANCIAL manages approximately $2.6M in assets.