← Tributary

THE LIFE WEALTH GROUP

WINTER GARDEN, FL · CRD 332978 · IAPD ↗ · thelifewealthgroup.com · 407-299-4129

$490.6MRegulatory AUM
9Advisory reps
22Employees
2Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — THE LIFE WEALTH GROUP notice-filed in CA, GA, KS, MO, NC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2026 — THE LIFE WEALTH GROUP reported RAUM up 176% ($177.7M -> $490.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2025 — THE LIFE WEALTH GROUP reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
March 2025 — THE LIFE WEALTH GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
74
March 2025 — THE LIFE WEALTH GROUP grew from 0 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
November 2024 — THE LIFE WEALTH GROUP (WINTER GARDEN, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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