Lifefocus Financial Advisors, LLC: new SEC registration, $104M AUM, Walla Walla, WA
Lifefocus Financial Advisors, LLC (Walla Walla, Washington): new SEC registration, $104M AUM, Walla Walla, WA. Its amount of 104 is below the median of 134 (15th percentile). Dated 121 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 104 · 15th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related WA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Lifefocus Financial Advisors, LLC |
| Legal name | Lifefocus Financial Advisors, LLC |
| CRD | 136020 |
| Status | Approved |
| Registered with the SEC | 2026-07-06 |
| Latest Form ADV filing | 2026-06-16 |
| Location | Walla Walla, WA, United States |
| Regulatory AUM | $103,509,339 |
| Accounts | 225 |
| Employees | 2 |
| Website | HTTP://WWW.LIFEFOCUSADVISORS.COM |
| amount percentile | 15th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (14 WA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WA first): Gevers Wealth Management · Sloy Dahl & Holst Holdings, INC · Soundpath Retirement Strategies, LLC · Brackenwood Capital Management, LLC · Integrated Wealth Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Lifefocus Financial Advisors, LLC and 14 Washington peers
- Washington NewRiaPulse records like this one: 14
- Lifefocus Financial Advisors, LLC's amount: 15th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Washington peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $104M under management.
- Website on file.
What is the NewRiaPulse record for Lifefocus Financial Advisors, LLC in Walla Walla, Washington?
Lifefocus Financial Advisors, LLC received SEC registration as an investment adviser (2026-07-06) with $103,509,339 in regulatory assets under management, based in Walla Walla, WA.
How does Lifefocus Financial Advisors, LLC compare to other Washington NewRiaPulse records?
Its amount of 104 is below the median (15th percentile); smaller records often move faster and face less competition. It is 121 days old; check the official source for later updates before acting.
Lifefocus Financial Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Lifefocus Financial Advisors, LLC | Walla Walla, WA | 104 | 15th | 2026-07-06 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.