Lifeguide Financial Advisors, Llc
- Regulatory AUM
- $563M
- Discretionary
- $561M
- Clients
- 778
- Avg AUM / client
- $724K
- Accounts
- 2,715
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 616 | $208M | 37.0% |
| High net worth individuals | 150 | $342M | 60.8% |
| Charitable organizations | 12 | $8.8M | 1.57% |
| Corporations and other businesses | Fewer than 5 | $4.0M | 0.71% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Isaac Lutz | Managing Member And Chief Compliance Officer | CFP | Jan 2014 (13y) | 25% – 50% |
| Douglas Kirt Denlinger | Managing Member | Jan 2014 (13y) | 50% – 75% | |
| Derek Glen Mosley | Managing Member | CFP | Nov 2016 (10y) | 5% – 10% |
| Matthew Lawrence Hess | Managing Member | CFP | Jun 2017 (9y) | 5% – 10% |
| Brien Jon Lasse | Managing Member | CFP | Sep 2020 (6y) | 5% – 10% |
| Holly Ann Whitmire | Registered representative | CFP | Apr 2018 (8y) | |
| Levi Mitchell Greenly | Registered representative | CFP CFA | May 2020 (6y) | |
| Noah Adam Springer | Registered representative | Oct 2020 (6y) | ||
| Ryan Benjamin Althoff | Registered representative | CFP | Sep 2021 (5y) | |
| Brian John Wayne | Registered representative | CFP | Nov 2021 (5y) | |
| Michael Tobias Emmanuel Ginder | Registered representative | CFP | Jul 2023 (3y) | |
| Kristopher Sekera | Registered representative | Jul 2024 (2y) | ||
| Stephen Bruce | Registered representative | CFP | Jul 2024 (2y) | |
| James Patrick Ortale | Registered representative | Feb 2025 (1y) | ||
| Delainey Gray | Registered representative | Jun 2025 (1y) | ||
| Ezekiel S Colyer | Registered representative | Jan 2026 (1y) | ||
| Hannah Rose Gawne | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 10% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 952 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $541M (96% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 16, 2026.
View current Form ADV (SEC/IAPD) ↗