Lifestyle Asset Management, Inc.
- Regulatory AUM
- $571M
- Discretionary
- $571M
- Clients
- 928
- Avg AUM / client
- $615K
- Accounts
- 1,852
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 759 | $229M | 40.1% |
| High net worth individuals | 163 | $326M | 57.2% |
| Pension and profit sharing plans | 6 | $15.8M | 2.77% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Intermountain Health 401(k) Plan Intermountain Health Care, Inc. | 2024 | |
| Allin 401(k) Plan Wisestaff Llc | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Brian Jackson | Chief Investment Officer | CFA | Mar 2011 (15y) | Less than 5% |
| Michael Allen Wegner | President | Dec 2016 (10y) | 75% or more | |
| Ross Allen Wegner | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Lotte Schmidt Optekamp | Registered representative | Aug 2011 (15y) | ||
| Daniel David Thomason | Registered representative | Chartered Financial Consultant | Oct 2017 (9y) | |
| Stephen Louis Fougerousse | Registered representative | Oct 2017 (9y) | ||
| Kaleb Kristofer Jones | Registered representative | CFP | Jun 2018 (8y) | |
| Kyle Edward Johnston | Registered representative | Jun 2018 (8y) | ||
| Steven David Stock | Registered representative | Jun 2018 (8y) | ||
| Jamie Suzanne Staggs | Registered representative | CFP | Jul 2021 (5y) | |
| James Edward Latiolais | Registered representative | Sep 2022 (4y) | ||
| Jared Pitts | Registered representative | Jul 2023 (3y) | ||
| Jesus A Pompa | Registered representative | CFP | May 2024 (2y) | |
| Brian Neal Everett | Registered representative | CFP | Jun 2024 (2y) | |
| Chanse James Wegner | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | 69,032 | $6.8B | 01/01/2024 |
| Allin 401(k) Plan | Wisestaff Llc | 80 | $1.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $557M (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗