Lifeinvest Wealth Management, Ltd

RIASEC Registered

Total AUM

$301M

Discretionary

$160M

53% of AUM

Avg account

$876K

Accounts

343

Employees

11

Advisory reps

10

Firm details

Headquarters: Miami, Florida
CRD number: 146966
Registered since: January 29, 2009
Website: www.lifeinvestwealth.com
Custodians: PERSHING LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI81.54%
Individuals18.08%
Other0.38%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lifeinvest Wealth Management, Ltd. is an independent, owner-operated registered investment adviser that manages portfolios for individuals, families and small businesses as well as for businesses or institutional clients. The firm is SEC-registered (initially registered in 2009) and bills clients using a mix of percentage-of-AUM fees, fixed fees and other arrangements. Its advisory focus is portfolio management rather than acting as a multi-manager allocator; services are tailored to private clients and small institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities56%
Investment Grade Corp Bonds22%
Non-Investment Grade Corp Bonds7%
US Government Bonds4%
Cash & Cash Equivalents4%

Owners & executives

3 of 3

Christian Ramirez
Chief Compliance OfficerCRD 6546821
Juan Carvallo
CEOCRD 2587147
Ernesto Rangel Aguilera
CIOCRD 5539864

Contacts

3 of 7

Marilo Fernandez Gonzalez
Investment AdvisorCRD 7003041
Gabriel Osio Zamora
Chairman of the BoardCRD 5539861
Gioconda Bolinches Sebastiani
Financial AdvisorCRD 6711397

Unlock 4 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Miami Dade
Address: 1110 Brickell Ave
Time zone: ET (UTC-5)
Office locations

Similar firms

Colbert Investment Management Co

Miami, FL

AUM $296MTEAM 3REPS 2

Doma Perpetual Capital Management LLC

Miami, FL

AUM $308MTEAM 3REPS 2

Cifc Private Credit Management LLC

Miami, FL

AUM $290MTEAM 200REPS 5

One Stone Partners L.L.C.

Miami, FL

AUM $290MTEAM 3REPS 3

Jaguar Growth Asset Management, LLC

Miami, FL

AUM $313MTEAM 7REPS 3

BAU Advisors

Miami, FL

AUM $286MTEAM 4REPS 2

More RIAs in Miami →All Florida RIAs →