Lifeinvest Wealth Management, Ltd
Lifeinvest Wealth Management, Ltd is an SEC-registered wealth manager in Miami, FL with $300.5M assets under management (AUM, regulatory AUM), -33% over one year. See who owns Lifeinvest Wealth Management, Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146966, SEC 801-69869, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $300.5M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Miami, FL
- Employees
- 11
- Clients
- 261
- CRD
- 146966
- Ownership
- RIVASES, LUIS; MCE INVESTMENT HOLDINGS INC.; GONZALES, JOSE, EUGENIO; OSIO ZAMORA, GABRIEL; RANGEL AGUILERA, ERNESTO
How much AUM does Lifeinvest Wealth Management, Ltd have?
Lifeinvest Wealth Management, Ltd reported $300.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Lifeinvest Wealth Management, Ltd?
Disclosed owners and executives of Lifeinvest Wealth Management, Ltd include RIVASES, LUIS, MCE INVESTMENT HOLDINGS INC., GONZALES, JOSE, EUGENIO, OSIO ZAMORA, GABRIEL, RANGEL AGUILERA, ERNESTO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.