Wealth for Life, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332834
- Website
- wealthforlife.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI54.78%
- Charitable Organizations28.83%
- Individuals16.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth for Life, LLC is an Arizona-registered limited liability company organized and owned by an individual adviser. The firm provides portfolio management services primarily for individuals and small businesses, and it serves both individual & family and institutional clients. Its compensation is based on a percentage of assets under management. The adviser lists an affiliation with an insurance company and indicates it is not an active ESG investor. Wealth for Life operates as a relatively small, discretionary advisory practice that appears to construct client portfolios largely from pooled public vehicles rather than through direct capital-allocation into private managers or bespoke alternative programs.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities10%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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