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- Custodian
- Interactive Brokers · Merrill Lynch · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- Pioneer oakWave +more
- Established Date
- 01-29-2009
- Office Locations
- 3
Office Locations
About Lifeinvest Wealth Management, LTD
LifeInvest Wealth Management is a Miami-based investment advisory firm specializing in global markets. The team provides portfolio management and integrated wealth planning, including tax and estate planning, and uses a modern reporting platform to give clients a real-time view of investments and ongoing optimization. Serves retail and institutional relationships and operates through a multi-office network across the U.S., Spain, Mexico, and Venezuela.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JUAN CARLOS CARVALLO
CHIEF OPERATING OFFICER, Director
- CRD
- #2587147
- Ownership
- 25% but less than 50%
GABRIEL OSIO ZAMORA
Chairman Of The Board
- CRD
- --
- Ownership
- 25% but less than 50%
Capital ember
Catalyst beacon
- CRD
- #12196
- Ownership
- 17.2%
Showing 2 of 4 owners & executives
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Angel David Alayon
--
- CRD
- #8059726
GIOCONDA DEL CARMEN BOLINCHES SEBASTIANI
--
- CRD
- #6711397
Atlas unison
Beacon atlas
- CRD
- #31881
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,209,674 | $982,881 |
| Non-Discretionary | $140,337,180 | $779,651 |
| Total | $300,546,854 | $876,230 |
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Separately Managed Accounts
Total SMA Asset: $300,546,854
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $175,679,127 | 6.5% |
| Corporate - Investment Grade | $327,033,451 | 12.1% |
| Corporate - Non-Investment Grade | $481,090,531 | 17.8% |
| Cash | $416,224,392 | 15.4% |
| Other | $254,059,045 | 9.4% |
| U.S. Government/Agency | $416,224,392 | 15.4% |
| Private Funds | $351,358,253 | 13.0% |
| Sovereign Bonds | $281,086,602 | 10.4% |
| Total | $2,702,755,793 | 100.0% |