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LIFE STRATEGIES, INC.

CARDIFF, CA · CRD 167732 · IAPD ↗ · 916-541-3846

$121.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — LIFE STRATEGIES, INC. moved its main office from LA JOLLA, CA to CARDIFF, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
February 2026 — LIFE STRATEGIES, INC. reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
February 2025 — LIFE STRATEGIES, INC. (LA JOLLA, CA) is newly SEC-registered with $112.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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