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| Happy Holidays!! thanks for using AUM13F!! |
| Lifewealth Investments LLC
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| CRD # | 332978 |
| SEC # | 801-131318 |
| CIK # | 0002033794 |
| AUM | $177.7 M (2025-07-11) |
| Employees | 16 (56% Investors, 44% Brokers) |
| Phone | 407-299-4129 |
| Address | 270 W Plant Street Winter Garden, FL 34787 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002033794 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.0 | ||
| Apple Inc | 9.2 | ||
| iShares Comex Gold Trust | 7.3 | ||
| PIMCO Dynamic Income Fund | 6.1 | ||
| Microsoft Corp | 4.5 | ||
| iShares Silver Trust | 2.9 | ||
| Facebook Inc | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 2.2 |
| (b) Individuals (high net worth individuals) | 50 | 167.2 |
| (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 | 3.8 |
| (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 | 5 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 314 | 177.7 |
| By Discretionary | ||
| Discretionary | 306 | 175.9 |
| Non-Discretionary | 8 | 1.8 |
| Total | 314 | 177.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.7 | |
| Total | 314 | 177.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002033794] |
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Charter Wealth Management Inc
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UT | 0.2 |
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TN | 0.2 |