SEC Form ADV

LIFEINVEST WEALTH MANAGEMENT, LTD

Firm profile: LifeInvest Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$300.5M

Assets Under Management

343

Total Clients

Employees

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Registration Details

Accession: CRD-146966
Location: MIAMI, FL
Filing Date: March 9, 2026
AUM: $300.5M
Total Clients: 343
Employees: 11
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsOther

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.

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