← Tributary

LIFEPRO ASSET MANAGEMENT

SAN DIEGO, CA · CRD 285252 · IAPD ↗ · (888) 543-3776

$311.3MRegulatory AUM
40Advisory reps
42Employees
78Clients
1-10Planning clients
0Private funds
51States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — LIFEPRO ASSET MANAGEMENT (SAN DIEGO, CA) left the SEC roster (was $311.3M RAUM, 40 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
74
April 2024 — LIFEPRO ASSET MANAGEMENT grew from 34 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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