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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- FusionLegacy wave +more
- Established Date
- 10-08-2024
- Office Locations
- 1
Office Locations
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
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Erik Buatte
Chief Compliance Officer, FOUNDER
- CRD
- #7904165
- Ownership
- 75% or more
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| 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
| 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% |