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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LIFESTYLE ASSET MANAGEMENT, INC.

CRD 157450

FRIENDSWOOD, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d36dacb-3c91-800c-907e-ff46dec9f35f

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 5
On other graphs: 0
Observed: May 7, 2019 to Jul 15, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=10.0
Regulatory AUM: $571MItem 5.F on the latest filing (2026-07-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $571M
Private client RAUM: $555MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $35.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 13
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,852
Individual clients: 759
High net worth clients: 163
SEC number: 801-116746
CRD: 157450
Filings on the tape: 30
First filed: May 7, 2019
Latest filed: Jul 15, 2026
Organised: Corporation, TX
Website: lsaminc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL BRIAN JACKSON	Chartered Financial Analyst	FRIENDSWOOD, TX	15	30	5	no
LOTTE SCHMIDT OPTEKAMP	n/a	FRIENDSWOOD, TX	15	31	4	no
STEPHEN LOUIS FOUGEROUSSE	n/a	FRIENDSWOOD, TX	8	32	4	yes
DANIEL DAVID THOMASON	Chartered Financial Consultant	FRIENDSWOOD, TX	8	29	4	yes
KYLE EDWARD JOHNSTON	n/a	FRIENDSWOOD, TX \| Texas City, TX	8	37	3	yes
KALEB KRISTOFER JONES	Certified Financial Planner	FRIENDSWOOD, TX \| Deer Park, TX	8	14	2	yes
STEVEN DAVID STOCK	n/a	Texas City, TX \| FRIENDSWOOD, TX	8	22	2	yes
Jamie Suzanne Staggs	Certified Financial Planner	FRIENDSWOOD, TX	5	10	1	yes
JAMES EDWARD LATIOLAIS	n/a	FRIENDSWOOD, TX	3	44	3	no
Ross Allen Wegner	n/a	FRIENDSWOOD, TX	3	12	n/a	yes
Jared Pitts	n/a	FRIENDSWOOD, TX	3	15	n/a	no
JESUS A POMPA	Certified Financial Planner	Dallas, TX \| FORT WORTH, TX \| FRIENDSWOOD, TX	2	11	4	yes
Chanse James Wegner	n/a	Suite 300, TX	0	12	1	yes
Robert Barton	n/a	Friendswood, TX	0	23	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WEGNER, MICHAEL, ALLEN	President	E	yes	01/2017	May 7, 2019	May 13, 2024
Wegner, Ross, Allen	CHIEF COMPLIANCE OFFICER	Na	yes	04/2024	Apr 24, 2024	May 13, 2024
JACKSON, PAUL, BRIAN	CHIEF INVESTMENT OFFICER	Na	no	03/2011	May 7, 2019	May 13, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	2	no
TEXAS CITY	TX	United States	2	yes
DEER PARK	TX	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 28, 2026	$571M	$571M	13	13	4	n/a	n/a
2024	Feb 5, 2025	$399M	$399M	13	13	3	n/a	n/a
2023	Feb 2, 2024	$382M	$382M	12	12	2	n/a	n/a
2022	Mar 17, 2023	$328M	$328M	10	10	2	n/a	n/a
2021	Feb 4, 2022	$358M	$358M	9	9	2	n/a	n/a
2020	Mar 24, 2021	$271M	$271M	9	9	2	n/a	n/a
2019	Jan 28, 2020	$211M	$210M	11	10	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	6.3%	2	0	0	4	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$571M	$399M	43.1%	$328M	20.3%	13	13	4	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIRST ALLIED ADVISORY SERVICES, INC.	7	Nov 12, 2020	Jun 25, 2018	TEXAS CITY, TX	Team lift out	Ibd to RIA	1.6%

Relationships

Registered with (20)

← Robert BartonAdvisorregistration: current employment
Aug 10, 2026 to presentfactForm ADV
← Chanse James WegnerAdvisorregistration: current employment
Jun 28, 2026 to presentfactForm ADV
← BRIAN NEAL EVERETTAdvisorregistration: current employment
Jun 5, 2024 to presentfactForm ADV
← JESUS A POMPAAdvisorregistration: current employment
May 9, 2024 to presentfactForm ADV
← Jared PittsAdvisorregistration: current employment
Jul 20, 2023 to presentfactForm ADV
← Ross Allen WegnerAdvisorregistration: current employment
Mar 27, 2023 to presentfactForm ADV
← JAMES EDWARD LATIOLAISAdvisorregistration: current employment
Sep 30, 2022 to presentfactForm ADV
← Jamie Suzanne StaggsAdvisorregistration: current employment
Jul 21, 2021 to presentfactForm ADV
← STEVEN DAVID STOCKAdvisorregistration: current employment
Jun 25, 2018 to presentfactForm ADV
← KYLE EDWARD JOHNSTONAdvisorregistration: current employment
Jun 24, 2018 to presentfactForm ADV
← KALEB KRISTOFER JONESAdvisorregistration: current employment
Jun 24, 2018 to presentfactForm ADV
← STEPHEN LOUIS FOUGEROUSSEAdvisorregistration: current employment
Oct 24, 2017 to presentfactForm ADV
← DANIEL DAVID THOMASONAdvisorregistration: current employment
Oct 24, 2017 to presentfactForm ADV
← MICHAEL ALLEN WEGNERAdvisorregistration: current employment
Dec 5, 2016 to presentfactForm ADV
← LOTTE SCHMIDT OPTEKAMPAdvisorregistration: current employment
Aug 1, 2011 to presentfactForm ADV
← PAUL BRIAN JACKSONAdvisorregistration: current employment
Jul 26, 2011 to presentfactForm ADV
← Gary Max GoeppingerAdvisorregistration: previous registration
Aug 15, 2025 to Dec 2, 2025factForm ADV
← BRANDON ROBERT LOCKWOODAdvisorregistration: previous registration
Jun 24, 2018 to Mar 5, 2024factForm ADV
← Mark David BrezinaAdvisorregistration: previous registration
Jun 7, 2019 to Jul 8, 2020factForm ADV
← BROOKE ASHLEY HUCKERTAdvisorregistration: previous registration
May 21, 2019 to Jun 5, 2020factForm ADV

Controls (2)

← WEGNER, MICHAEL, ALLENOwnerPRESIDENT, ownership code E, individual
May 7, 2019 to May 13, 2024factForm ADV
← Wegner, Ross, AllenOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 24, 2024 to May 13, 2024factForm ADV

Owns (1)

← JACKSON, PAUL, BRIANOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
May 7, 2019 to May 13, 2024factForm ADV

Moved with (1)

← FIRST ALLIED ADVISORY SERVICES, INC.Registered adviser7 advisors, team lift out, same day
Nov 12, 2020 to Jun 25, 2018factForm ADV

Dated events

Occurred
Jan 28, 2026
Regulatory AUM changed
Lifestyle Asset Management, Inc. reported RAUM $571.2M, up 43% from $399.2M (2025-12-02 to 2026-01-28)
Form ADVobserved 5 days ago
$172M
Occurred
Dec 2, 2025
Advisor changed firm
Gary Max Goeppinger left Lifestyle Asset Management, Inc. for Raymond James Financial Services Advisors, Inc (registered 2025-12-12)
Form ADVobserved 5 days ago
Occurred
Apr 24, 2024
Control person joined
Allen Ross Wegner (Chief Compliance Officer) appeared on Schedule A of Lifestyle Asset Management, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 5, 2024
Advisor changed firm
Brandon Robert Lockwood left Lifestyle Asset Management, Inc. for Cetera Investment Advisers Llc (registered 2020-11-12)
Form ADVobserved 5 days ago
Occurred
May 7, 2019
First Form ADV filing
Lifestyle Asset Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d36dacb-3c91-800c-907e-ff46dec9f35f
First observed: May 7, 2019
Last observed: Jul 15, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIFESTYLE ASSET MANAGEMENT, INC.

CRD 157450

FRIENDSWOOD, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d36dacb-3c91-800c-907e-ff46dec9f35f

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL BRIAN JACKSON

Chartered Financial Analyst

FRIENDSWOOD, TX

LOTTE SCHMIDT OPTEKAMP

n/a

FRIENDSWOOD, TX

STEPHEN LOUIS FOUGEROUSSE

n/a

FRIENDSWOOD, TX

yes

DANIEL DAVID THOMASON

Chartered Financial Consultant

FRIENDSWOOD, TX

yes

KYLE EDWARD JOHNSTON

n/a

FRIENDSWOOD, TX | Texas City, TX

yes

KALEB KRISTOFER JONES

Certified Financial Planner

FRIENDSWOOD, TX | Deer Park, TX

yes

STEVEN DAVID STOCK

n/a

Texas City, TX | FRIENDSWOOD, TX

yes

Jamie Suzanne Staggs

Certified Financial Planner

FRIENDSWOOD, TX

yes

JAMES EDWARD LATIOLAIS

n/a

FRIENDSWOOD, TX

Ross Allen Wegner

n/a

FRIENDSWOOD, TX

n/a

yes

Jared Pitts

n/a

FRIENDSWOOD, TX

n/a

JESUS A POMPA

Certified Financial Planner

Dallas, TX | FORT WORTH, TX | FRIENDSWOOD, TX

yes

Chanse James Wegner

n/a

Suite 300, TX

yes

Robert Barton

n/a

Friendswood, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WEGNER, MICHAEL, ALLEN

President

yes

01/2017

May 7, 2019

May 13, 2024

Wegner, Ross, Allen

CHIEF COMPLIANCE OFFICER

yes

04/2024

Apr 24, 2024

May 13, 2024

JACKSON, PAUL, BRIAN

CHIEF INVESTMENT OFFICER

03/2011

May 7, 2019

May 13, 2024

City

State

Country

Employees

Also broker-dealer

Dallas

United States

TEXAS CITY

United States

yes

DEER PARK

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 28, 2026

$571M

n/a

2024

Feb 5, 2025

$399M

n/a

2023

Feb 2, 2024

$382M

n/a

2022

Mar 17, 2023

$328M

n/a

2021

Feb 4, 2022

$358M

n/a

2020

Mar 24, 2021

$271M

n/a

2019

Jan 28, 2020

$211M

$210M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

6.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$571M

$399M

43.1%

$328M

20.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIRST ALLIED ADVISORY SERVICES, INC.

Nov 12, 2020

Jun 25, 2018

TEXAS CITY, TX

Team lift out

Ibd to RIA

1.6%