SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Lifeinvest Wealth Management, Ltd
Miami, FL
CRD 146966
Firm filing updated March 9, 2026 ·
- $300.5MAssets
- 261Clients
- 8Advisory staff
- 343Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals207
- High net worth individuals53
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 207 | $54.4 million |
| High net worth individuals | 53 | $245.1 million |
| Other: "INSTITUTIONAL" | 1 | $1.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "CONSULTING SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$300.5 million
- Accounts343
- Discretionary$160.2 million · 163 accounts
- Non-discretionary$140.3 million · 180 accounts
People
- Employees11
- Advisory staff8
- Broker-dealer reps2
- Licensed insurance agents0
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 146966, SEC file 801-69869.
- Registered with the SEC as an investment advisor (status date on record: January 29, 2009).
Is Lifeinvest Wealth Management, Ltd a fiduciary?
Short answer: Lifeinvest Wealth Management, Ltd is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.