The Life Wealth Group

RIASEC Registered

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 organized as a limited liability company. The firm is SEC-registered (registration year 2024) and serves both individual/family and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars. The firm also conducts brokerage-related business: it acts as a registered representative of a broker-dealer and operates as a licensed real estate and insurance broker, which can expand product access and referral channels. Fee arrangements are mixed—percentage of AUM, hourly and fixed fees—indicating a hybrid advice model that can accommodate ongoing portfolio management and project-based planning. The Life Wealth Group does not describe itself as an ESG investor.