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LIFESTYLE FREEDOM ADVISORY GROUP, LLC

BRADENTON, FL · CRD 283512 · IAPD ↗ · lifestylefreedom.com · 941-914-9422

$156.8MRegulatory AUM
5Advisory reps
5Employees
2Clients
1-10Planning clients
0Private funds
8States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — LIFESTYLE FREEDOM ADVISORY GROUP, LLC (BRADENTON, FL) is newly SEC-registered with $125.6M RAUM and 5 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.