Lifestyle Financial Strategies, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 145846
· Middletown, CT
· WWW.LIFESTYLE-FINANCIAL.COM
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ADV data as of Apr 15, 2025
- Regulatory AUM
- $24.8M
- Discretionary
- $0
- Clients
- 30
- Avg AUM / client
- $825K
- Accounts
- 83
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 27 | $22.5M | 90.8% |
| Charitable organizations | 3 | $2.3M | 9.16% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clifford Otto Straub | Registered representative | CFP | Apr 2008 (18y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2025 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2025.
View current Form ADV (SEC/IAPD) ↗