Christian Ramirez
Investment adviser representative at Lifeinvest Wealth Management, Ltd
10 yearsExperience
1 stateRegistered in
$300.5MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Lifeinvest Wealth Management, LtdSep 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Lifeinvest Wealth Management, Ltd
$300.5MAssets managed
261Clients
8Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6546821
- Firm CRD
- 146966