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LIFEINVEST WEALTH MANAGEMENT, LTD
CRD 146966File 801-69869
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$300.5M
Below cohort median (national)
Discretionary AUM
$160.2M
Non-discretionary $140.3M
Clients
260
343 accounts
Employees
11
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 29, 2009
- Principal office
- 1110 BRICKELL AVENUE, SUITE 210-A, MIAMI, FL, 33131-3136
- Phone
- 786-523-0500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300.5M
- Discretionary AUM
- $160.2M
- Non-discretionary AUM
- $140.3M
- Discretionary accounts
- 163
- Non-discretionary accounts
- 180
- Total accounts
- 343
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 53 | $245.1M |
| Individuals (other than high net worth individuals) | 207 | $54.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CONSULTING SERVICES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 261 | 260 | decreased by1 |
| Apr 1, 2026 | Employees | 21 | 11 | decreased by10 |
| Apr 1, 2026 | Clients | 366 | 261 | decreased by105 |
| Apr 1, 2026 | AUM | $447,071,076 | $300,546,854 | decreased by$146,524,222 |
| Apr 1, 2026 | Accounts | 474 | 343 | decreased by131 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 20 | 21 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 20 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 368 | 366 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $408,030,539 | $447,071,076 | increased by$39,040,537 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 450 | 474 | increased by24 |
| Apr 1, 2022 | Employees | 22 | 26 | increased by4 |
| Apr 1, 2022 | Clients | 217 | 368 | increased by151 |
| Apr 1, 2022 | AUM | $427,797,829 | $408,030,539 | decreased by$19,767,290 |
| Apr 1, 2022 | Accounts | 217 | 450 | increased by233 |
| Jan 1, 2022 | Custody | Yes | No |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIFEINVEST WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIFEINVEST WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.