Lifeinvest Wealth Management, Ltd

Lifeinvest Wealth Management, Ltd (CRD# 146966) is a financial advisory firm headquartered in Miami, FL. They manage $402,171,097 in 439 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
1110 Brickell Avenue, Suite 210-a, Miami, FL 33131
https://www.youtube.com/@lifeinvestwealthmanagement
By the Numbers
  • Total Assets Under Management
    402
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $916,107
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, NH, NJ, NY, PR, TX, WA

Financial Advisors at Lifeinvest Wealth Management, Ltd
Showing 1 - 8 of 8 top financial advisors.
1
Sofia Bucay Bissu, financial advisor Miami FL
Sofia Bucay Bissu
CRD#: 4508509
1110 Brickell Avenue, Suite 210-a, Miami, FL 33131

Sofia Bucay Bissu (CRD# 4508509) is an Investment Advisor Representative working at Lifeinvest Wealth Management, Ltd in Miami, FL and has over 21 years of experience in the finance industry.

2
Juan Carvallo, financial advisor Miami FL
Juan C. Carvallo
CRD#: 2587147
1110 Brickell Avenue, Suite 210-a, Miami, FL 33131

Juan Carvallo (CRD# 2587147) is an Investment Advisor Representative working at Lifeinvest Wealth Management, Ltd in Miami, FL and has over 29 years of experience in the finance industry.

3
Marilo Fernandez Gonzalez, financial advisor Caracas
Marilo Fernandez Gonzalez
CRD#: 7003041
Av Francisco Miranda Edf Mene Grande P14, Los Palos Grandes, Caracas, 1060

Marilo Fernandez Gonzalez (CRD# 7003041) is an Investment Advisor Representative working at Lifeinvest Wealth Management, Ltd in Caracas, and has over 5 years of experience in the finance industry.

4
Christian Ramirez, financial advisor Miami FL
Christian Ramirez
CRD#: 6546821
1110 Brickell Avenue, Suite 210-a, Miami, FL 33131

Christian Ramirez (CRD# 6546821) is an Investment Advisor Representative working at Lifeinvest Wealth Management, Ltd in Miami, FL and has over 5 years of experience in the finance industry.

5
Gioconda Bolinches Sebastiani, financial advisor Miami FL
Gioconda D. Bolinches Sebastiani
CRD#: 6711397
1110 Brickell Avenue, Suite 210-a, Miami, FL 33131

Gioconda Bolinches Sebastiani (CRD# 6711397) is an Investment Advisor Representative working at Lifeinvest Wealth Management, Ltd in Miami, FL and has over 3 years of experience in the finance industry.

6
Monica Calabrese, financial advisor New York NY
Monica P. Calabrese
CRD#: 4750126
747 Third Avenue, Suite 3203, New York, NY 10017

Monica Calabrese (CRD# 4750126) is an Investment Advisor Representative working at Lifeinvest Wealth Management, Ltd in New York, NY and has 1 year of experience in the finance industry.

7
Rafael Senado, financial advisor Ciudad De Mexico
Rafael Senado
CRD#: 7427195
Ciudad De Mexico,

Rafael Senado (CRD# 7427195) is an Investment Advisor Representative working at Lifeinvest Wealth Management, Ltd in Ciudad De Mexico, and has over 2 years of experience in the finance industry.

8
Victor Silva Ricci, financial advisor Miami FL
Victor M. Silva Ricci
CRD#: 7072197
1110 Brickell Avenue, Suite 210-a, Miami, FL 33131

Victor Silva Ricci (CRD# 7072197) is an Investment Advisor Representative working at Lifeinvest Wealth Management, Ltd in Miami, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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