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LIFEINVEST WEALTH MANAGEMENT, LTD

MIAMI, FL · CRD 146966 · IAPD ↗ · 786-523-0500

$300.5MRegulatory AUM
8Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — LIFEINVEST WEALTH MANAGEMENT, LTD reported RAUM down 33% ($447.1M -> $300.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2026 — LIFEINVEST WEALTH MANAGEMENT, LTD shrank from 15 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — LIFEINVEST WEALTH MANAGEMENT, LTD began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
47
April 2024 — LIFEINVEST WEALTH MANAGEMENT, LTD notice-filed in NJ, PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.