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Steven Paul Lifgren

Desert Rose Capital Management, Inc.

Phoenix, AZ

Meridian, ID

CRD 2977359

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Employer firm

Desert Rose Capital Management, Inc. CRD 154331

$192M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Desert Rose Capital Management, Inc.

2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-22
ID RA APPROVED 2025-12-01
  • AZ RA
    APPROVED
    Since 2025-12-22
  • ID RA
    APPROVED
    Since 2025-12-01

Branch Locations

Phoenix, AZ • United States

2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sigfig Wealth Management Llc Phoenix AZ 03/2014 01/2020
Forusall, Inc. Phoenix AZ 01/2020 09/2022
Forusall Advisors, Llc Phoenix AZ 11/2020 09/2022
Nyfty Wealth Llc Glendale AZ 09/2022 Present
Steven P. Lifgren, Sole Proprietor Glendale AZ 01/2019 Present
Desert Rose Capital Management, Inc Meridian ID 11/2025 Present
  • 03/2014 → 01/2020
    Phoenix, AZ
  • 01/2020 → 09/2022
    Forusall, Inc.
    Phoenix, AZ
  • 11/2020 → 09/2022
    Forusall Advisors, Llc
    Phoenix, AZ
  • 09/2022 → Present
    Nyfty Wealth Llc
    Glendale, AZ
  • 01/2019 → Present
    Steven P. Lifgren, Sole Proprietor
    Glendale, AZ
  • 11/2025 → Present
    Meridian, ID
Previous Registrations
  • 2022-09-09 → 2025-12-31
    Nyfty Wealth
    Glendale, AZ
  • 2022-09-09 → 2024-12-31
    Nyfty Wealth
    Glendale, AZ
  • 2022-09-09 → 2023-12-31
    Nyfty Wealth
    Glendale, AZ
  • 2021-11-30 → 2022-09-07
    Scottsdale, AZ
    Oakland, CA
  • 2016-04-01 → 2020-02-06
    Phoenix, AZ
Other Businesses

Steven P. Lifgren, Sole Proprietor; Investment related; Real Estate & Insurance Agent; 01/2019; 40 hours per month, 10 hours during trading; Real estate sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-24
S63 Uniform Securities Agent State Law Examination 2000-05-09
  • S65 Uniform Investment Adviser Law Examination
    2016-03-24
  • S63 Uniform Securities Agent State Law Examination
    2000-05-09

View on SEC IAPD

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