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Lifefirst Wealth, LLC

Lifefirst Wealth, LLC. CRD 331242

Lifefirst Wealth, LLC logo

CRD: 331242

Lifefirst Wealth, LLC

Huntsville, AL, 35808
2562078008
$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail
Platforms
FusionLegacy wave +more
Established Date
10-08-2024
Office Locations
1

Office Locations

4100 Market Street SW Suite 100, PMB #1294 Huntsville AL

About Lifefirst Wealth, LLC

LifeFirst Wealth provides fee-only financial planning and investment management for professional engineers and other high-growth career families navigating stock compensation. The firm builds values-based plans covering cash flow, RSU/ISO and tax planning, and stress-testing estate and insurance needs alongside ongoing portfolio management (often ETF-based). Based in Huntsville, AL, they serve clients virtually nationwide with multiple check-ins each year.

Team overview

-- AVG AGE
$4.3M AVG AUM / ADVISOR
$852.3K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Beacon Frontier

Custodian

Vertex Optima oak Vertex Atlas oak Optima

Investment Themes

Element Matrix legacy

Investment Vehicles

Frontier

Services

Unison matrix Wave focus Pathway Timber horizon Capital Beacon horizon

Technology

Delta oak Radial vital Catalyst Wave vector

Owner & Executives

E

Erik Buatte

Chief Compliance Officer, FOUNDER

CRD
#7904165
Ownership
75% or more
(428) 402-8213
horizon.eagle@foundationcapital.com
in linkedin.com/in/momentum-atlas

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,261,455 --
Non-Discretionary $0 --
Total $4,261,455 --

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Separately Managed Accounts

Total SMA Asset: $4,261,455

$4.3M Total SMA
Equity - Exchange:
9.7%
Cash:
23.3%
Corporate - Investment Grade:
13.0%
U.S. Government/Agency:
27.6%
Public Funds:
26.4%
Asset class Assets Assets %
Equity - Exchange $716,316,846 9.7%
Cash $1,720,637,371 23.3%
Corporate - Investment Grade $960,012,267 13.0%
U.S. Government/Agency $2,038,179,890 27.6%
Public Funds $1,949,563,374 26.4%
Total $7,384,709,748 100.0%

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