# Life by Design Investment Advisory Services

> Life by Design Investment Advisory Services is a state-registered investment advisory firm in Dana Point, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 301816
- Filed as: LIFE BY DESIGN INVESTMENT ADVISORY SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dana Point, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301816
- AdvisorCensus page: https://advisorcensus.com/firm/life-by-design-investment-advisory-services-dana-point-ca-301816

## Quick answers

**How is Life by Design Investment Advisory Services compensated?**
On its Form ADV (Item 5.E, October 2026), Life by Design Investment Advisory Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Life by Design Investment Advisory Services located?**
Life by Design Investment Advisory Services' principal office is in Dana Point, CA, according to its Form ADV.

**Is Life by Design Investment Advisory Services registered with the SEC or a state?**
Life by Design Investment Advisory Services is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301816.

**How much does Life by Design Investment Advisory Services manage?**
Life by Design Investment Advisory Services reports $57,200,692 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (99% discretionary).

**What types of clients does Life by Design Investment Advisory Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (21).

**Does Life by Design Investment Advisory Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301816

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $57,200,692
- Discretionary: $56,713,988
- Non-discretionary: $486,704

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $13,464,185 |
| High net worth individuals | 21 | $43,736,507 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lbdias.com
- Facebook @LifeByDesignInvestmentAdvisoryServices
- LinkedIn @lbdias

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Life by Design Investment Advisory Services (CRD 301816): Form ADV filing data as of October 2026.