# Lifefirst Wealth, LLC

> Lifefirst Wealth, LLC is a state-registered investment advisory firm in Huntsville, AL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 331242
- Filed as: LIFEFIRST WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Huntsville, AL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331242
- AdvisorCensus page: https://advisorcensus.com/firm/lifefirst-wealth-llc-huntsville-al-331242

## Quick answers

**How is Lifefirst Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lifefirst Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lifefirst Wealth, LLC located?**
Lifefirst Wealth, LLC's principal office is in Huntsville, AL, according to its Form ADV.

**Is Lifefirst Wealth, LLC registered with the SEC or a state?**
Lifefirst Wealth, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331242.

**How much does Lifefirst Wealth, LLC manage?**
Lifefirst Wealth, LLC reports $4,261,455 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Lifefirst Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); high net worth individuals (1).

**Does Lifefirst Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331242

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,261,455
- Discretionary: $4,261,455
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,102,590 |
| High net worth individuals | 1 | $3,158,865 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lifefirstwealth.com](https://lifefirstwealth.com)
- LinkedIn @lifefirstwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifefirst Wealth, LLC (CRD 331242): Form ADV filing data as of October 2026.