Life UnLocked Partners LLC logo

Life UnLocked Partners LLC

Updated today

Client assets under management

$10,823,519

Clients

33

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

11

Very Low

Average account size

$327,985

About

Life UnLocked Partners provides financial planning, investment monitoring and recommendation services to individuals, high‑net‑worth clients, families, trusts, estates and other business entities. The firm also offers SMA and sub‑advisory arrangements and reports roughly $14.8 million in assets under management across a small client base served by a three‑advisor team.

The firm’s investment process uses a structured onboarding questionnaire, goal-setting and asset allocation modeling followed by security selection and ongoing monitoring; its stated primary strategy is a value/dividend focus designed to help replace income around anticipated career changes. Once income objectives are met the firm describes a transition toward longer‑term appreciation vehicles, including venture capital, hedge and private equity fund opportunities.

Distinctive elements disclosed in the brochure include an affiliation with a law practice (the Chief Compliance Officer is the sole attorney for LSK Legal, A Professional Law Corporation) and an explicit capability to act as a sub‑advisor to other registered advisers and financial institutions, activities that are less common for firms of this size. The firm also emphasizes client education and engagement through a 24/7 mobile app, an education library, short weekly podcasts (average 12 minutes), and a rolling 30‑minute monthly one‑on‑one consulting benefit.

Client services

Financial planning Portfolio management Educational seminars or workshops Other consulting services

Expertise

Income planning Early retirement planning Private / alternative investments Cash flow / budgeting Life insurance needs analysis

Occupation focus

Executive Founder/Business Owner

Demographic focus

Career Changers Mid-Career Professionals

Fee options

Percentage

$0 - $500,000: 2.0% annually $500,001 - $2,500,000: 1.5% annually $2,500,001 - $4,499,999: 1.25% annually $4,500,000+: 1.0% annually

Project-based

$300 per planner-hour for Financial Planning and Other Consulting Services

Other

Account minimum: $150,000 Minimum fee: $250 per month minimum fee for Investment Monitoring and Recommendation Services for accounts under $150,000; $415 per month minimum fee for SMA and sub-advisory accounts under $500,000 Fee-only: Financial Planning and Other Consulting Services charged hourly at $300 per planner-hour; hourly fees may be capped as agreed in advance

Main office location

Life UnLocked Partners LLC

Venice CA, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Lelamarie K

Series 65

Venice, CA

Life UnLocked Partners LLC

Lelamarie Kelly is a financial advisor at Life UnLocked Partners LLC with a Series 65 credential and one year of industry experience. She has held roles at Leyland Cypress LLC, Carbon Law Group, and RGP Legal, and has operated her own legal practice, LSK Legal, since 2010. Kelly is also principal and general counsel at Tennenbaum & Kelly, Inc., overseeing legal matters related to privately held investments, and serves as CFO and general counsel for businesses in email security and skincare sectors. Life UnLocked Partners provides financial planning, investment monitoring, and recommendations to individuals, high-net-worth clients, families, trusts, estates, and business entities. The firm’s investment approach centers on a value and dividend strategy aimed at income replacement around career transitions, followed by a shift toward longer-term appreciation vehicles, including venture capital, hedge funds, and private equity.

Income planning Early retirement planning Private / alternative investments Cash flow / budgeting Life insurance needs analysis Executive Founder/Business Owner Career Changers Mid-Career Professionals
user avatar

Mark T

Series 65

Venice, CA

Life UnLocked Partners LLC

Mark Tennenbaum is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and three years of industry experience. He serves as Chief Financial Officer for multiple businesses, including Life UnLocked Partners LLC, an investment advisory firm, as well as MailRoute, Inc., an email security company, and SCBI Online Store, LLC, a skincare business. He has held CFO roles since 2011 across these entities. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment choices. The firm employs a quantitative ETF arbitrage strategy with daily account monitoring and regular client reporting.

Income planning Early retirement planning Private / alternative investments Cash flow / budgeting Life insurance needs analysis Executive Founder/Business Owner Career Changers Mid-Career Professionals
user avatar

Aleksandar K

Series 65

Venice, CA

Life UnLocked Partners LLC

Aleksandar Kelly is a financial advisor at Life UnLocked Partners LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at L & A Holdings LLC, Jaguar Land Rover Santa Monica, and Culver City Honda. Outside of his advisory role, Kelly is the CEO of L & A Holdings LLC, a consulting business that provides services to families with children who have developmental disabilities. Life UnLocked Partners serves individuals, high-net-worth clients, families, trusts, estates, and other business entities with financial planning, investment monitoring, and recommendations. The firm employs a value and dividend-focused investment strategy aimed at income replacement and longer-term appreciation, supported by structured onboarding and ongoing client education.

Income planning Early retirement planning Private / alternative investments Cash flow / budgeting Life insurance needs analysis Executive Founder/Business Owner Career Changers Mid-Career Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")