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LIVELIFE CAPITAL PARTNERS LLC

SOUTHBOROUGH, MA · CRD 290008 · IAPD ↗ · (978) 315-0230

$372.1MRegulatory AUM
6Advisory reps
9Employees
11Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — LIVELIFE CAPITAL PARTNERS LLC notice-filed in NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — LIVELIFE CAPITAL PARTNERS LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2025 — LIVELIFE CAPITAL PARTNERS LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — LIVELIFE CAPITAL PARTNERS LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — LIVELIFE CAPITAL PARTNERS LLC reported RAUM up 29% ($220.0M -> $283.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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