The Life Wealth Group

RIASEC RegisteredEst. 2024

Total AUM

$491M

Discretionary

$491M

100% of AUM

Avg account

$320K

Accounts

1,531

Employees

Advisory reps

Firm details

Headquarters: Winter Garden, Florida
CRD number: 332978
Registered since: October 18, 2024
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.51%
Individuals28.29%
Corporations / Businesses8.01%
Pension & Profit Sharing Plans1.18%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Life Wealth Group is an independent registered investment adviser formed as a limited liability company and first registered with the SEC in 2024. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts. It combines fee-based advisory services (percentage of AUM plus the ability to charge hourly and fixed fees) with related broker and real estate licensing: the firm’s principals act as registered representatives of a broker‑dealer and are licensed as real estate and insurance brokers. Core advisory services noted on the firm’s filings include financial planning, discretionary portfolio management for individuals and small businesses, selection and oversight of other external advisers, and client education through seminars and workshops. The Life Wealth Group does not identify as an active ESG investor and is not designated as a multi‑state adviser in its filing.