{
  "crd_number": 146966,
  "slug": "lifeinvest-wealth-management-ltd-miami-fl-146966",
  "primary_business_name": "LIFEINVEST WEALTH MANAGEMENT, LTD",
  "legal_name": "LIFEINVEST WEALTH MANAGEMENT, LTD",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-01-29",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 300546854.0,
  "raum_discretionary": 160209674.0,
  "raum_non_discretionary": 140337180.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 1130327.0,
      "count": 1,
      "description": "INSTITUTIONAL"
    },
    "individuals": {
      "raum": 54353680.0,
      "count": 207
    },
    "high_net_worth_individuals": {
      "raum": 245062847.0,
      "count": 53
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DC",
    "DE",
    "FL",
    "NH",
    "NY",
    "PR",
    "TX"
  ],
  "websites": [
    "https://facebook.com/LifeInvestWealth",
    "https://instagram.com/lifeinvestadvisors",
    "https://lifeinvestwealth.com",
    "https://linkedin.com/company/lifeinvest-wealth-management",
    "https://mobile.twitter.com/lifeinvestadv",
    "https://open.spotify.com/show/Lifeinvest",
    "https://youtube.com/@lifeinvestwealthmanagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146966",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/lifeinvest-wealth-management-ltd-miami-fl-146966",
  "display_name": "Lifeinvest Wealth Management, Ltd",
  "summary": "Lifeinvest Wealth Management, Ltd is an SEC-registered investment advisory firm in Miami, FL, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.",
  "citation": "AdvisorCensus. Lifeinvest Wealth Management, Ltd (CRD 146966): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Lifeinvest Wealth Management, Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lifeinvest Wealth Management, Ltd reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Lifeinvest Wealth Management, Ltd located?",
      "a": "Lifeinvest Wealth Management, Ltd's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Lifeinvest Wealth Management, Ltd registered with the SEC or a state?",
      "a": "Lifeinvest Wealth Management, Ltd is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 146966."
    },
    {
      "q": "How much does Lifeinvest Wealth Management, Ltd manage?",
      "a": "Lifeinvest Wealth Management, Ltd reports $300,546,854 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (53% discretionary)."
    },
    {
      "q": "How have Lifeinvest Wealth Management, Ltd's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lifeinvest Wealth Management, Ltd: Regulatory assets under management: $427,797,829 in the October 2021 data and $300,546,854 in the October 2026 data, down 30%. Total employees: 22 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lifeinvest Wealth Management, Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (207); high net worth individuals (53); other (1)."
    },
    {
      "q": "Which custodians does Lifeinvest Wealth Management, Ltd use?",
      "a": "Lifeinvest Wealth Management, Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lifeinvest Wealth Management, Ltd report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146966"
    },
    {
      "q": "What changed in Lifeinvest Wealth Management, Ltd's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 15 to 8. Regulatory assets under management went from $447,071,076 to $300,546,854 (-33%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 427797829.0,
      "total_employees": 22,
      "filing_date": "2021-03-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 408030539.0,
      "total_employees": 26,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 324447884.0,
      "total_employees": 29,
      "filing_date": "2023-07-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 402171097.0,
      "total_employees": 23,
      "filing_date": "2024-08-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 447071076.0,
      "total_employees": 20,
      "filing_date": "2025-04-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 300546854.0,
      "total_employees": 11,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 8.",
        "Regulatory assets under management went from $447,071,076 to $300,546,854 (-33%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NJ, WA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lifeinvest-wealth-management-ltd-miami-fl-146966.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 207,
      "fewer_than_5": false,
      "raum": 54353680.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 53,
      "fewer_than_5": false,
      "raum": 245062847.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1130327.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146966",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}