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LIFE STORY WEALTH PLANNING
LIFE STORY WEALTH PLANNING LLC
CRD 332717
6991 EAST CAMELBACK RD.,, SUITE D-300, SCOTTSDALE, AZ, 85251, United States
Phone
(480) 602-6750
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Official SEC filing: View on IAPD