LIFEINVEST WEALTH MANAGEMENT, LTD
Adviser information for LIFEINVEST WEALTH MANAGEMENT, LTD last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 23 |
|---|---|
| Investment Advisory/Research | 17 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 246 | $252.4M |
| Non-Discretionary | 193 | $149.8M |
| Total | 439 | $402.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 299 | $93.0M |
| HNW Individuals | 72 | $299.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 1 | $10.2M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 84 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-69869 |
|---|---|
| SEC ERA File Number | 801-69869 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 146966 |
| Legal Entity Identifier | None |
Principal Office
1110 BRICKELL AVENUESUITE 210-A
MIAMI
FL
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 786-523-0500, Fax: None
Chief Compliance Officer
CHRISTIAN RAMIREZ
CCO
1110 BRICKELL AVE
SUITE 210-A
MIAMI
FL
United States
Tel:
+1 (786) 523-0500
C*******@*******************M
(Full email address available in API data)
Regulatory Contact
JUAN CARLOS RIERA
EXTERNAL CONSULTING
2600 S. DOUGLAS RD.
SUITE 908
CORAL GABLES
FL
United States
Tel:
+13054480014
J*****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CALABRESE, MONICA, PIERA | Individual | – | SECRETARY | 10/2019 | < 5% |
| OSIO ZAMORA, GABRIEL | Individual | – | CHAIRMAN OF THE BOARD | 07/2012 | 25-50% |
| RANGEL AGUILERA, ERNESTO | Individual | – | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | 10/2019 | 25-50% |
| CARVALLO, JUAN, CARLOS | Individual | – | PRESIDENT CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | 10/2019 | 25-50% |
| RAMIREZ, CHRISTIAN | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2018 | < 5% |