LP Profile

LifeInvest Wealth Management

Also known as lifeinvest wealth

Wealth ManagerMiami, United StatesFounded 2007
$408M
Assets Under Management
Miami
Headquarters
Investment Focus

About LifeInvest Wealth Management

We are dedicated to creating financial strategies that protect and enrich lives, ensuring that every decision supports the freedom and security to live the life our clients envision.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to LifeInvest Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$300.5M
Total Clients
343
Filing Date
March 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to LifeInvest Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is LifeInvest Wealth Management?

LifeInvest Wealth Management is a wealth manager based in Miami, United States, managing approximately $408M in assets.

Where is LifeInvest Wealth Management headquartered?

LifeInvest Wealth Management is headquartered in Miami, United States.

How much does LifeInvest Wealth Management manage?

LifeInvest Wealth Management manages approximately $408M in assets under management.

When was LifeInvest Wealth Management founded?

LifeInvest Wealth Management was founded in 2007.

How can I contact LifeInvest Wealth Management?

Verified contact details, key decision-makers, and investment preferences for LifeInvest Wealth Management are available on LPbacked. Create a free account to access them.