Lifefirst Wealth, LLC

Overview

Lifefirst Wealth, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves a narrow client base of individuals and families, along with some small-business relationships, providing financial planning and discretionary portfolio management. Its stated fee options include a percentage of assets under management as well as hourly and fixed-fee arrangements, which supports a mix of ongoing advisory relationships and project-based planning work. Investment activity tilts toward publicly traded equities and exchange-traded products. The firm is not an active ESG investor and is not structured as a multi-state or institutional capital allocator; instead it appears to focus on direct portfolio construction for a small number of high-balance clients. Lifefirst Wealth custodies client assets at Altruist Financial LLC, which is the sole reported custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices