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LifeInvest Wealth Management
Founded in 2007 and headquartered in Miami, Florida, LifeInvest Wealth Management operates as a registered investment advisor. The firm was established to...
LifeInvest Wealth Management
Founded in 2007 and headquartered in Miami, Florida, LifeInvest Wealth Management operates as a registered investment advisor. The firm was established to provide portfolio management, asset allocation, and financial planning services to high-net-worth individuals and families, principally those seeking a fiduciary relationship with an independent advisor rather than a large bank or brokerage platform. The firm's investment approach centers on traditional wealth management disciplines — asset allocation, manager selection, and ongoing portfolio rebalancing — delivered through separately managed accounts. LifeInvest does not publicly market a proprietary fund complex, which suggests a focus on third-party manager access and direct securities. Its geographic footprint remains concentrated in South Florida, serving a client base that includes both domestic and likely Latin American families given the Miami gateway dynamic, though specific cross-border mandates are not disclosed. LifeInvest's team size, total assets under management, and principal ownership are not publicly reported. The firm maintains a low public profile, with no known institutional separate accounts, no private fund vehicles registered, and no identifiable co-investment activity. Its website, lifeinvestwealth.com, provides a client portal but does not list executive biographies or investment commentary, a pattern consistent with advisors who grow by referral rather than marketing, though specific recruitment or growth events from the last 24 months are not verifiable. Structurally, LifeInvest sits in a category that is common but rarely profiled: the privately held, founder-operated RIA that competes for family-office-adjacent clients without claiming the family office label. The distinction matters for allocators — the firm's fiduciary duty is regulatory, not a family constitution, and its service model more closely resembles a multi-family wealth manager than a single-family balance-sheet investor, though the absence of disclosed scale limits further classification.
General information
Firm type
Bank / Wealth / Trust
Year founded
2007
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Frequently asked questions
Is LifeInvest Wealth Management a single-family office or a multi-family wealth manager?
LifeInvest is structured as a registered investment advisor (RIA), not as a single-family office. It serves multiple high-net-worth individuals and families from its Miami headquarters, which places it functionally in the multi-family wealth manager category. The firm provides portfolio management and financial planning on a fiduciary basis, without the bespoke operating-company or direct-investment apparatus typical of dedicated single-family offices.
Who runs investment decisions at LifeInvest Wealth Management?
The firm does not publicly disclose its ownership or key investment personnel on its website. As a privately held RIA founded in 2007, decision-making authority likely rests with the founding principals, but specific names and titles are not verifiable from public records. This lack of named leadership is common among smaller independent advisors who grow through client referrals rather than institutional marketing.
Does LifeInvest manage private fund vehicles or offer direct investment opportunities?
There is no public record of LifeInvest operating private fund vehicles, co-investment platforms, or direct private equity and venture capital programs. The firm's disclosures center on portfolio management and financial planning for high-net-worth individuals, which strongly suggests a focus on public-market securities, managed accounts, and third-party fund access rather than proprietary direct deal flow.
How does LifeInvest source clients, and what is its geographic focus?
LifeInvest operates from Miami, Florida, a city that serves as a financial hub for both domestic US clients and Latin American families. While the firm does not publicly disclose its client acquisition strategy, its low-profile web presence and RIA structure indicate a relationship-driven, referral-based approach. Specific cross-border service capabilities for non-US families are not detailed in its public materials.
Is LifeInvest Wealth Management a fiduciary to its clients?
Yes. As a registered investment advisor in the United States, LifeInvest is legally bound by a fiduciary duty to act in its clients' best interests. This separates the firm structurally from broker-dealers and wirehouses, which operate under a suitability standard. The RIA registration is a foundational element of the firm's identity and aligns it with the broader shift in wealth management toward fee-only, conflict-minimized advice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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