LifeInvest Wealth Management

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'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.