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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lifeinvest Wealth Management Ltd
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| CRD # | 146966 |
| SEC # | 801-69869 |
| CIK # | |
| AUM | $447.1 M (2025-04-14) |
| Employees | 20 (75% Investors, 10% Brokers) |
| Phone | 786-523-0500 |
| Address | 1110 Brickell Avenue Miami, FL 33131-3136 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 0.1 |
| (b) Individuals (high net worth individuals) | 91 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 474 | 0.4 |
| By Discretionary | ||
| Discretionary | 254 | 0.3 |
| Non-Discretionary | 220 | 0.2 |
| Total | 474 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 0.1 | |
| Total | 474 | 0.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Midatlantic Capital Management Inc
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|
VA | 0.4 |
|
Searcy Financial Services Inc
✚
|
KS | 0.4 |
|
Franklin Managed Options Strategies LLC
✚
|
CT | 0.4 |
|
Zimmerman Wealth Management LLC
✚
|
IL | 0.4 |
|
Azimut Genesis Advisors LLC
✚
|
FL | 0.4 |
|
5th Street Advisors LLC
✚
|
CT | 0.4 |
|
Grant/Grossmendelsohn LLC
✚
|
MD | 0.4 |
|
Sierra Ocean LLC
✚
|
CA | 0.4 |
|
44 Wealth Management LLC
✚
|
OR | 0.4 |
|
Total Management Group Inc
✚
|
NY | 0.4 |