Lifestyle Planning Solutions LLC

Lifestyle Planning Solutions LLC, legally known as LIFESTYLE PLANNING SOLUTIONS, LLC, is a Texas Limited Liability Company that employs 13 people, with 6 employees in advisory roles. The firm currently serves 1 client and has received approval from the SEC, with a registration date of January 28, 2019.

• AMELIA BABASA WOOD

  CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER owns less than 5%

• DOUGLAS LEE BLANTON

  CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER owns less than 5%

• MERIT FINANCIAL GROUP, LLC

  OWNER owns 75% or more

• FINANCIAL DEVELOPMENT SYSTEMS, LLC

  OWNER

• MERIT FINANCIAL, INC.

  OWNER owns more than 50% but less than 75%

• RICK LEE KENT

  OWNER owns more than 25% but less than 50%

• WISDOM THEORY FINANCIAL HOLDINGS, LLC

  OWNER

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• Cavalier Investments LLC
• ASHWORTH SULLIVAN WEALTH MANAGEMENT GROUP
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