Lotte Optekamp
Lifestyle Wealth · Friendswood, Texas
Lotte Optekamp is a fee-only financial advisor at Lifestyle Wealth in Friendswood, Texas. Lifestyle Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Lifestyle Wealth |
|---|---|
| Based in | Friendswood, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $571.2M across 1,852 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2568888 |
| Exams passed | Series 63 (1995) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.lifestyle-wealth.com |
How Lotte's firm compares
- Lifestyle Wealth's average account is about $308,000, from its Form ADV (assets managed divided by 1,852 accounts).
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Questions about Lotte
Is Lotte Optekamp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lotte holds no broker registration, and Lifestyle Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lotte charge for financial advice?
Lotte's firm, Lifestyle Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lotte Optekamp based?
Lotte Optekamp is based in Friendswood, Texas.
Is Lotte Optekamp registered with the SEC?
Yes. Lotte Optekamp is registered as an investment adviser representative in TX (CRD 2568888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifestyle Wealth manage?
Lifestyle Wealth reports $571.2M across 1,852 accounts in assets under management.
How do I contact Lotte Optekamp?
Through Lotte's website, www.lifestyle-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Friendswood
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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