Lifeinvest Wealth Management, Ltd
Registered investment adviser · Miami, FL · CRD #146966
Form ADV data as of 2026-09-01Regulatory assets
$300.5 million
Total accounts
343
Employees
11
Disclosure events
0
Firm details
- Website: https://www.youtube.com/@lifeinvestwealthmanagement
- Telephone: 786-523-0500
- SEC file number: 801-69869
- Most recent Form ADV filing: 2026-03-09
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $160.2 million |
| Non-discretionary regulatory assets under management | $140.3 million |
| Total regulatory assets under management | $300.5 million |
| Discretionary accounts | 163 |
| Non-discretionary accounts | 180 |
| Total accounts | 343 |
| Regulatory assets under management attributable to non-U.S. persons | $235.3 million |
People
| Total employees (excluding clerical) | 11 |
| Employees performing investment advisory functions (including research) | 8 |
| Employees who are registered representatives of a broker-dealer | 2 |
| Employees registered as investment adviser representatives with a state | 8 |
| Employees registered as IARs for another investment adviser | 1 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities for which it serves as underwriter or general partner
- Recommends securities in which it has another sales interest
- Recommends brokers or dealers to clients
- Receives compensation from others for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 207 | $54.4 million |
| High net worth individuals | 53 | $245.1 million |
| Other | 1 | $1.1 million |