AUMdb

Lifestyle Planning, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 321856 · Chandler, AZ · www.lifestyleplanningfirm.com
☆ Save with Pro ADV data as of Jul 21, 2026
Regulatory AUM
$43.0M
Discretionary
$0
Clients
58
Avg AUM / client
$742K
Accounts
218
Employees
3

AUM over time

$42.5M $43.0M
May 6, 2026 Jul 21, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 42 $16.9M 39.2%
High net worth individuals 16 $26.1M 60.8%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Francisco Paul Sirvent Registered representative Sep 2022 (4y)
Karmi Michael Gutman Registered representative CFP May 2023 (3y)
Gabriel Francisco Sirvent Registered representative Feb 2026 (0y)

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)

FormPeriodSize
Form ADV (full filing) 05/06/2026 1.04 MB 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
  • Selection of other advisers

Custody

Reported custodians

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 21, 2026.

View current Form ADV (SEC/IAPD) ↗