# The Life Wealth Group

> The Life Wealth Group is an SEC-registered investment advisory firm in Winter Garden, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 332978
- Filed as: THE LIFE WEALTH GROUP
- Legal name: Lifewealth Investments, LLC
- Also doing business as: SIGNIFICANT WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Garden, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332978
- AdvisorCensus page: https://advisorcensus.com/firm/the-life-wealth-group-winter-garden-fl-332978

## Quick answers

**How is The Life Wealth Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Life Wealth Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is The Life Wealth Group located?**
The Life Wealth Group's principal office is in Winter Garden, FL, according to its Form ADV.

**Is The Life Wealth Group registered with the SEC or a state?**
The Life Wealth Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332978.

**How much does The Life Wealth Group manage?**
The Life Wealth Group reports $490,593,143 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have The Life Wealth Group's assets and staff changed since 2025?**
In the Form ADV data for The Life Wealth Group: Regulatory assets under management: $177,712,580 in the October 2025 data and $490,593,143 in the October 2026 data, up 176%. Total employees: 16 in October 2025 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Life Wealth Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (362); high net worth individuals (104); corporations or other businesses not listed above (73).

**Which custodians does The Life Wealth Group use?**
The Life Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does The Life Wealth Group report any disciplinary disclosures?**
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/332978

**Does The Life Wealth Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The LifeWealth Group typically requires a minimum of $500,000 in order to open an Account. To reach this Account minimum, clients can aggregate all household Accounts."

**What changed in The Life Wealth Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $177,712,580 to $490,593,143 (+176%). Registered or notice-filed in CA, GA, KS, MO, NC, TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $500,000

> The LifeWealth Group typically requires a minimum of $500,000 in order to open an Account. To reach this Account minimum, clients can aggregate all household Accounts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $490,593,143
- Discretionary: $490,593,143
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 362 | $138,774,113 |
| High net worth individuals | 104 | $306,686,736 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $5,811,882 |
| Corporations or other businesses not listed above | 73 | $39,320,412 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (1 year)
- Employees: 22 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, KS, MO, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thelifewealthgroup.com
- Facebook @thelifewealthgroup
- Instagram @thelifewealthgroup
- LinkedIn @the-lifewealth-group
- YouTube @thelifewealthgroup6298

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $177,712,580 | 16 | July 11, 2025 |
| October 2026 | $490,593,143 | 22 | March 30, 2026 |

Regulatory assets under management: $177,712,580 in the October 2025 data and $490,593,143 in the October 2026 data, up 176%.
Total employees: 16 in October 2025 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $177,712,580 to $490,593,143 (+176%).
- Registered or notice-filed in CA, GA, KS, MO, NC, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Life Wealth Group (CRD 332978): Form ADV filing data as of October 2026.