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| Lifeinvest Wealth Management Ltd
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| |
|---|---|
| CRD # | 146966 |
| SEC # | 801-69869 |
| CIK # | |
| AUM | $402.2 MM (2024-08-19) |
| Employees | 23 (74% Investors, 13% Brokers) |
| Phone | 786-523-0500 |
| Address | 1110 Brickell Avenue Miami, FL 33131-3136 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 299 | 0.1 |
| (b) Individuals (high net worth individuals) | 72 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 439 | 0.4 |
| By Discretionary | ||
| Discretionary | 246 | 0.3 |
| Non-Discretionary | 193 | 0.1 |
| Total | 439 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 0.1 | |
| Total | 439 | 0.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Trust Asset Management LLC
✚
|
FL | 0.4 |
|
Argent Wealth LLC
✚
|
MS | 0.4 |
|
Fiduciary Advisors LLC
✚
|
UT | 0.4 |
|
Strengthening Families & Communities LLC
✚
|
MA | 0.4 |
|
Second Line Capital LLC
✚
|
LA | 0.4 |
|
Aviso Wealth Management
✚
|
WA | 0.4 |
|
Yarger Wealth Strategies LLC
✚
|
OH | 0.4 |
|
Auctus Advisors LLC
✚
|
NC | 0.4 |
|
Kolinsky Wealth Management LLC
✚
|
NJ | 0.4 |
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 0.4 |