Lifeinvest Wealth Management, Ltd

Lifeinvest Wealth Management, Ltd (CRD# 146966) is a financial advisory firm headquartered in Miami, FL. They manage $400,000,000 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $2,000,000
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Lifeinvest Wealth Management, Ltd
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.