Hedge Fund Database

LIFEGUIDE FINANCIAL ADVISORS, LLC

Adviser information for LIFEGUIDE FINANCIAL ADVISORS, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 9
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,216 $369.6M
Non-Discretionary 55 $3.0M
Total 2,271 $372.5M

Clients

Type Number RAUM
Individuals 577 $170.1M
HNW Individuals 87 $194.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $912,626
Charitable organizations 8 $7.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 697

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 372,841
Both for Same 293.3M
Portfolio Manager to Program Sponsor
LIFEGUIDE FINANCIAL WRAP FEE PROGRAM LIFEGUIDE FINANCIAL ADVISORS, LLC

Identifiers

SEC RIA File Number 801-108442
SEC ERA File Number 801-108442
SEC CIK Numbers 1908585
SEC CRD Numbers 284842
Legal Entity Identifier None

Principal Office

400 W MAIN ST.
MECHANICSBURG
PA
United States
Monday - Friday, 8:00AM - 4:00PM
Tel: (717) 796-1700, Fax: (717) 796-7763

Websites

www.lifeplan.lifeguidefa.com www.vimeo.com/lifeguidefa www.linkedin.com/company/lifeguidefa www.youtube.com/channel/uc3pbnpngn4tz-qxek9decpg?view_as=subscriber www.facebook.com/lifeguidefa/ www.lifeguidefa.com/

Chief Compliance Officer

DAVID I. LUTZ
MEMBER
400 W MAIN ST.
MECHANICSBURG
PA
United States
Tel: (717) 796-1700
(Full email address available in API data)

Regulatory Contact

JORDYN CROSBIE
OPERATIONS AND COMPLIANCE ASSOCIATE
400 W MAIN ST.
MECHANICSBURG
PA
United States
Tel: 717-796-1700

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LUTZ, DAVID, ISAAC Individual – MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 01/2014 25-50%
DENLINGER, DOUGLAS, KIRT Individual – MANAGING MEMBER 01/2014 50-75%
MOSLEY, DEREK, GLEN Individual – MANAGING MEMBER 01/2022 5-10%
Hess, Matthew, Lawrence Individual – MANAGING MEMBER 01/2023 5-10%
LASSE, BRIEN, JON Individual – MANAGING MEMBER 01/2024 5-10%

No. Employees, Historic

30150201920202021202220232024202510 on 5/4/201914 on 3/12/202014 on 5/12/202014 on 6/10/202014 on 6/10/202016 on 9/8/202018 on 10/27/202018 on 11/10/202018 on 1/13/202117 on 3/17/202117 on 4/28/202117 on 8/9/202117 on 12/10/202117 on 1/6/202217 on 3/15/202221 on 3/10/202321 on 8/1/202321 on 9/11/202321 on 10/3/202321 on 11/3/202321 on 11/9/202321 on 1/5/202421 on 1/29/202417 on 3/25/2024

RAUM, Historic

400M200M02019202020212022202320242025166360430 on 5/4/2019220632009 on 3/12/2020220632009 on 5/12/2020220632009 on 6/10/2020220632009 on 6/10/2020220632009 on 9/8/2020220632009 on 10/27/2020220632009 on 11/10/2020220632009 on 1/13/2021267550006 on 3/17/2021267550006 on 4/28/2021267550006 on 8/9/2021267550006 on 12/10/2021267550006 on 1/6/2022342045041 on 3/15/2022315348297 on 3/10/2023315348297 on 8/1/2023315348297 on 9/11/2023315348297 on 10/3/2023315348297 on 11/3/2023315348297 on 11/9/2023315348297 on 1/5/2024315348297 on 1/29/2024372527977 on 3/25/2024

No. Clients, Historic

90045002019202020212022202320242025536 on 5/4/2019640 on 3/12/2020640 on 5/12/2020640 on 6/10/2020640 on 6/10/2020640 on 9/8/2020640 on 10/27/2020640 on 11/10/2020640 on 1/13/2021703 on 3/17/2021703 on 4/28/2021703 on 8/9/2021703 on 12/10/2021703 on 1/6/2022796 on 3/15/2022854 on 3/10/2023854 on 8/1/2023854 on 9/11/2023854 on 10/3/2023854 on 11/3/2023854 on 11/9/2023854 on 1/5/2024854 on 1/29/2024672 on 3/25/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
APPLE INC COM 539K 3K –
ASTRAZENECA PLC SPONSORED ADR 352K 5K –
CARLISLE COS INC COM 500K 1K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 16M 499K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 8M 319K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 3M 108K –
DIREXION SHS ETF TR DLY SMCAP BULL3X 303K 8K –
DIREXION SHS ETF TR DLY EMG MK BL 3X 367K 11K –
DIREXION SHS ETF TR DAILY REAL EST B 1M 138K –
DIREXION SHS ETF TR DAILY 20+ YEAR T 1M 24K –
DIREXION SHS ETF TR DRX S&P500BULL 1M 10K –
DIREXION SHS ETF TR DLY FTS BUL 3X 812K 32K –
EXXON MOBIL CORP COM 867K 8K –
HERSHEY CO COM 437K 2K –
INTERNATIONAL BUSINESS MACHS COM 681K 4K –
ISHARES TR 1 3 YR TREAS BD 2M 24K –
ISHARES TR 0-5 YR TIPS ETF 2M 20K –
ISHARES TR 7-10 YR TRSY BD 30M 318K –
LINKBANCORP INC COM 146K 24K –
MCCORMICK & CO INC COM NON VTG 1M 16K –
MCDONALDS CORP COM 208K 818 –
META PLATFORMS INC CL A 266K 528 –
MICROSOFT CORP COM 466K 1K –
NORTHERN LTS FD TR IV INSPIRE CORP BD 400K 17K –
NORTHERN LTS FD TR IV INSPIRE 100 ETF 1M 35K –
NORTHERN LTS FD TR IV INSPIRE INTL ETF 897K 30K –
SCHWAB STRATEGIC TR US TIPS ETF 36M 686K –
SIRIUS XM HOLDINGS INC COM 29K 10K –
SPDR GOLD TR GOLD SHS 409K 2K –
SPDR S&P 500 ETF TR TR UNIT 834K 2K –
UNITED PARCEL SERVICE INC CL B 643K 5K –
VANGUARD INDEX FDS TOTAL STK MKT 11M 42K –
VANGUARD INDEX FDS REAL ESTATE ETF 54M 648K –
VANGUARD INDEX FDS SMALL CP ETF 394K 2K –
VANGUARD INDEX FDS MID CAP ETF 330K 1K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 4K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1M 24K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 262K 2K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 5M 96K –
VANGUARD WORLD FD ESG INTL STK ETF 8M 137K –
VANGUARD WORLD FD ESG US STK ETF 11M 117K –