Key facts
- LIFEINVEST WEALTH MANAGEMENT, LTD is a other based in MIAMI, FL.
- LIFEINVEST WEALTH MANAGEMENT, LTD reports $235.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 146966- Regulatory AUM
- $235.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 11
- Registered office
- MIAMI, FL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for LIFEINVEST WEALTH MANAGEMENT, LTD are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LIFEINVEST WEALTH MANAGEMENT, LTD's AUM?
- LIFEINVEST WEALTH MANAGEMENT, LTD manages approximately $235.3M in assets.