Lifewealth Investments, LLC
● SEC registered since 2024CRD 332978SEC# 801-131318Winter Garden, FL
Reg. AUM
$490.6M
Employees
22
Accounts
1,531
Location
Winter Garden, FL
Lifewealth Investments, LLC assets under management
Lifewealth Investments, LLC operates as an SEC-registered investment adviser based in Winter Garden, FL. The firm has been registered since 2024. It reports $490.6 million in regulatory assets under management and employs 22 people.
Lifewealth Investments, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hilgardt Wilhelm Lamprecht Control | Chief Executive Officer | Under 5% | 2024 |
| Janice Christine Lamprecht Control | Chief Operations Officer | Under 5% | 2024 |
| Significant Wealth Management, Inc. Control | Owning Company | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Lifewealth Investments, LLC manage?
Lifewealth Investments, LLC reports $490.6 million in regulatory assets under management on its Form ADV.
How many employees does Lifewealth Investments, LLC have?
Lifewealth Investments, LLC reports 22 employees.
Where is Lifewealth Investments, LLC located?
Lifewealth Investments, LLC is based in Winter Garden, FL and has been SEC-registered since 2024.
Does Lifewealth Investments, LLC disclose fund performance?
Lifewealth Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 270 W. Plant Street, Ste. 240, Winter Garden, FL 34787 |
| Phone | 407-299-4129 |
| Fax | 407-299-7128 |
| Office hours | 8:30a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$490.6M▲ 176%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$490.6Mregulatory AUM
Discretionary $490.6M