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LIFESTYLE ASSET MANAGEMENT, INC.

FRIENDSWOOD, TX · CRD 157450 · IAPD ↗ · lsaminc.com · 281-612-2035

$571.2MRegulatory AUM
13Advisory reps
13Employees
0Clients
More than 500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — LIFESTYLE ASSET MANAGEMENT, INC. crossed $500M in regulatory AUM ($399.2M -> $571.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
December 2025 — LIFESTYLE ASSET MANAGEMENT, INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
June 2024 — LIFESTYLE ASSET MANAGEMENT, INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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