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FINANCIAL LIFE FOCUS, LLC

PHILADELPHIA, PA · CRD 152904 · IAPD ↗ · financial-lifefocus.com · (973) 533-0666

$379.4MRegulatory AUM
7Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2024 — FINANCIAL LIFE FOCUS, LLC (PHILADELPHIA, PA) left the SEC roster (was $379.4M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.