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LIFEINVEST WEALTH MANAGEMENT, LTD
CRD 146966 · SEC 801-69869
1110 BRICKELL AVENUE, SUITE 210-A, MIAMI, FL, 33131-3136, United States
Phone
786-523-0500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.5M
Discretionary AUM
$160.2M
Team
11 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; CONSULTING SERVICES
Org form
Other (specify)
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 207 | $54.4M |
| High net worth individuals | 53 | $245.1M |
States served
CA, DE, DC, NY, PR, TX, NH, FL
All web addresses on file
- https://www.youtube.com/@lifeinvestwealthmanagement
- https://instagram.com/lifeinvestadvisors?utm_medium=copy_link
- https://lifeinvestwealth.com/
- https://www.facebook.com/LifeInvestWealth/?ref=page_internal
- https://www.linkedin.com/company/lifeinvest-wealth-management/
- https://mobile.twitter.com/lifeinvestadv
- https://open.spotify.com/show/Lifeinvest
Official SEC filing: View on IAPD