SEC Form ADV

LIFEINVEST WEALTH MANAGEMENT, LTD

Registered Investment AdviserFL
$300.5M
Assets Under Management
343
Total Clients
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Registration Details

Accession
CRD-146966
Location
MIAMI, FL
Filing Date
March 9, 2026
AUM
$300.5M
Total Clients
343
Amendment
No

About this Adviser

LIFEINVEST WEALTH MANAGEMENT, LTD is a registered investment adviser headquartered in MIAMI, FL, managing approximately $300.5M in assets across 343 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.