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The Life Wealth Group
The Life Wealth Group is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 332978, SEC file 801-131318), with its main...
Overview
The Life Wealth Group is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 332978, SEC file 801-131318), with its main office in Winter Garden, Florida. Its Form ADV filed on 30 March 2026 reports $490.6M in regulatory assets under management across 1,531 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$490.6M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Winter Garden
Corporate office
Winter Garden, FL, United States
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