Fee-only adviser · Miami, FL
Lifeinvest Wealth Management, Ltd
Lifeinvest Wealth Management, Ltd is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Miami, Florida. On its latest Form ADV, filed March 9, 2026, it reports $301M in regulatory assets under management, 260 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 146966 · SEC file 801-69869 |
| Office | 1110 Brickell Avenue Suite 210-A Miami, FL 33131 |
| Phone | (786) 523-0500 |
| Website | lifeinvestwealth.com |
| Regulatory assets under management | $301M ($160M discretionary) |
| Individual clients | 207 non-high-net-worth, 53 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee, Other |
| Services | Portfolio management |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Miami
- Guerra Wealth Advisors $406M
- Gentrust $5.2B
- Coral Wealth Management, LLC $124M
- Fdi Wealth Management, LLC $284M
- Mmbg Investment Advisors Co. $3.0B
- Sulzberger Capital Advisors, Inc. $117M
See all 107 fee-only advisers in Miami →
Nearby
- Miami Beach 9 firms
- Key Biscayne 1 firm
- Coconut Grove 2 firms
- Coral Gables 39 firms
- Miami Shores 1 firm
- North Bay Village 1 firm
- South Miami 2 firms
- North Miami 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Lifeinvest Wealth Management, Ltd? Update this listing.