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Building 2LIFEINVEST WEALTH MANAGEMENT, LTD

Map pinMIAMI, FL
Phone786-523-0500
NotebookSEC #801-69869
Total AUM
$300.5M
Employees
11
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1110 BRICKELL AVENUE
SUITE 210-A
MIAMI
FL 33131-3136
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
786-523-0500

ReceiptFinancials

Total AUM
$300.5M
Accounts
343
Discretionary
$160.2M
Accounts
163
Non-Discretionary
$140.3M
Accounts
180

ContactClients

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Individual Clients
207
AUM
$54.4M
HNW Individual Clients
53
AUM
$245.1M
Other Clients
1
AUM
$1.1M
Description of Other Clients
INSTITUTIONAL

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
DCDEFLNYPRTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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