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Lifewealth Advisors, Inc. (Walnut Creek)


Lifewealth Advisors, Inc. is a large advisory firm based in Walnut Creek. It manages $49.93 million of regulatory assets for 264 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

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Lifewealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lifewealth Advisors: assets under management

The assets under management (AUM) of Lifewealth Advisors, Inc. is $49.93 million. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.25 million in discretionary accounts and $4.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $194.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $151.17 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lifewealth Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Walnut Creek

The principal office where Lifewealth Advisors, Inc. performs its advisory services is located at 1399 Ygnacio Valley Road, Walnut Creek, CA 94598, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (925) 937-7800 or by fax (925) 933-8317. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.lwadvice.com.


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