LIFEINVEST WEALTH MANAGEMENT, LTD
SEC Form ADV profile.
Total regulatory AUM
$300,546,854
Discretionary
$160,209,674
Non-discretionary
$140,337,180
Firm details
- CRD number
- 146966
- SEC file number
- 801-69869
- Main office
- MIAMI, FL, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.