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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-12-2022
- Office Locations
- 1
Office Locations
About Life Moves Wealth Management
Life Moves Wealth Management is an RIA focused on business owners and entrepreneurs, aligning business and personal wealth through a step-by-step planning process to optimize cash flow, reduce taxes, protect assets, and build realistic exit and estate strategies. Portfolios are primarily ETF-based with active asset allocation and risk management. Custodied at Schwab (and Altruist) and publishes education via The Financial Purpose Podcast and firm insights.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Dale Lamar Shafer
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #6489301
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,391,374 | -- |
| Non-Discretionary | $74,072 | -- |
| Total | $15,465,446 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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