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THE LIFE WEALTH GROUP
LIFEWEALTH INVESTMENTS, LLC
CRD 332978 · SEC 801-131318
270 W. PLANT STREET, STE. 240, WINTER GARDEN, FL, 34787, United States
Phone
407-299-4129
Fax
407-299-7128
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$490.6M
Discretionary AUM
$490.6M
Team
22 total employees; 9 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 362 | $138.8M |
| High net worth individuals | 104 | $306.7M |
| Pension/profit sharing plans | 5 | $5.8M |
| Corporations/business entities | 73 | $39.3M |
States served
CA, GA, KS, NC, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD