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FINANCES FOR REAL LIFE

LOMPOC, CA · CRD 324090 · IAPD ↗ · financesforreallife.com · 805-733-2700

$108.6MRegulatory AUM
2Advisory reps
2Employees
1Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — FINANCES FOR REAL LIFE (LOMPOC, CA) is newly SEC-registered with $108.6M RAUM and 2 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.