Lifespan Financial Strategies, Inc.

CRD 119800 · Weston, FL · $357.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 119800
SEC number: 801-128580
Firm type: RIA
Assets under management: $357.4M as of Mar 18, 2026
Website: www.lifespanfinancialstrategies.com ↗
Phone: 954-385-7812
Address: 1655 North Commerce Parkway, Weston, FL, 33326

Advisors at this firm

5 in our index · page 1 of 1

Sherwood Charles FormanCRD 6393632 · Weston, FL

IA RegisteredRegistration inactive
Raquel FormanCRD 7437570 · Weston, FL

IA Registered
Mary L HerseyCRD 2261218 · Macomb, MI

IA RegisteredRegistration inactive
Angela VaughanCRD 7857784 · Weston, FL

IA Registered
Laura Anne WalshCRD 2792453 · Weston, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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