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LIFEINVEST WEALTH MANAGEMENT, LTD
1110 Brickell Avenue
Suite 210-A
Miami, Florida 33131-3136
Tel: 786-523-0500
About LIFEINVEST WEALTH MANAGEMENT, LTD
LIFEINVEST WEALTH MANAGEMENT, LTD, formally registered with the SEC as LIFEINVEST WEALTH MANAGEMENT, LTD. The firm was established in 01/29/2009. They have over 3 offices throughout the country.
LIFEINVEST WEALTH MANAGEMENT, LTD is a Miami, Florida based Financial Planning firm with nearly $447,071,076 assets under management, offering retirement planning & investment advisory services to 474 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146966 |
| SEC# | 801-69869 |
| Assets Managed by Firm | $447,071,076 |
| No. of Clients | 474 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CONSULTING SERVICES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 474 | $447,071,076 |
| Individuals (other than high net worth individuals) | 274 | $82,181,527 |
| High net worth individuals | 91 | $363,799,431 |
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