# LifeInvest Wealth Management

LifeInvest Wealth Management is a Bank / Wealth / Trust based in Miami, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** lifeinvestwealth.com
- **LinkedIn:** https://www.linkedin.com/company/lifeinvest-wealth

## Regulatory record

- **CRD number:** 146966
- **SEC file number:** 801-69869
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-09T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146966

## About

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.

## Questions

### 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.

## Related profiles

- [LifeGuide Financial Advisors](https://altss.com/profile/lifeguide-financial-advisors)
- [Lifeline for the Empowerment & Development of Consumers](https://altss.com/profile/lifeline-for-the-empowerment-development-of-consumers)

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Source record modified: 2026-08-11T02:43:31.692Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://lifeinvestwealth.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/146966
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/lifeinvest-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology