Lifeinvest Wealth Management, Ltd
● SEC registered since 2009CRD 146966SEC# 801-69869Miami, FL
Reg. AUM
$300.5M
Employees
11
Accounts
343
Location
Miami, FL
Lifeinvest Wealth Management, Ltd assets under management
Lifeinvest Wealth Management, Ltd operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2009. It reports $300.5 million in regulatory assets under management and employs 11 people.
Lifeinvest Wealth Management, Ltd owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christian Ramirez | Chief Compliance Officer | Under 5% | 2018 |
| Ernesto Rangel Aguilera Control | Vice President, Chief Financial Officer | 25-50% | 2019 |
| Gabriel Osio Zamora Control | Chairman Of The Board | 25-50% | 2012 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lifeinvest Wealth Management, Ltd manage?
Lifeinvest Wealth Management, Ltd reports $300.5 million in regulatory assets under management on its Form ADV.
How many employees does Lifeinvest Wealth Management, Ltd have?
Lifeinvest Wealth Management, Ltd reports 11 employees.
Where is Lifeinvest Wealth Management, Ltd located?
Lifeinvest Wealth Management, Ltd is based in Miami, FL and has been SEC-registered since 2009.
Does Lifeinvest Wealth Management, Ltd disclose fund performance?
Lifeinvest Wealth Management, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1110 Brickell Avenue, Suite 210-A, Miami, FL 33131-3136 |
| Phone | 786-523-0500 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$300.5M▼ 33%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$300.5Mregulatory AUM
Discretionary $160.2MNon-discretionary $140.3M