# Lifestyle Financial Strategies, LLC

> Lifestyle Financial Strategies, LLC is a state-registered investment advisory firm in Middletown, CT, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 15, 2025.

- CRD: 145846
- Filed as: LIFESTYLE FINANCIAL STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Middletown, CT
- Filing period: October 2026
- Form ADV filing dated: April 15, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145846
- AdvisorCensus page: https://advisorcensus.com/firm/lifestyle-financial-strategies-llc-middletown-ct-145846

## Quick answers

**How is Lifestyle Financial Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lifestyle Financial Strategies, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lifestyle Financial Strategies, LLC located?**
Lifestyle Financial Strategies, LLC's principal office is in Middletown, CT, according to its Form ADV.

**Is Lifestyle Financial Strategies, LLC registered with the SEC or a state?**
Lifestyle Financial Strategies, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145846.

**How much does Lifestyle Financial Strategies, LLC manage?**
Lifestyle Financial Strategies, LLC reports $24,755,336 in regulatory assets under management in its Form ADV filing dated April 15, 2025 (0% discretionary).

**What types of clients does Lifestyle Financial Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); charitable organizations (3).

**Does Lifestyle Financial Strategies, LLC 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/145846

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $24,755,336
- Discretionary: $0
- Non-discretionary: $24,755,336

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $22,488,820 |
| Charitable organizations | 3 | $2,266,516 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lifestyle-financial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifestyle Financial Strategies, LLC (CRD 145846): Form ADV filing data as of October 2026.