CRD: 146966
Lifeinvest Wealth Management, LTD
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers · Merrill Lynch · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-29-2009
- Office Locations
- 2
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.
Reported data analysis
What the numbers show
Between November 14, 2025 and March 9, 2026, reported AUM decreased 32.8%, from $447.1M to $300.5M.
Across 5 reported observations, AUM decreased 26.3% between November 10, 2022 and March 9, 2026, from $408.0M to $300.5M.
Of the latest reported AUM, 53.3% is discretionary and 46.7% is non-discretionary.
The firm reports 8 advisory representatives and 261 clients, or 32.6 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Lifeinvest Wealth Management, LTD record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 4 owners & executives
Unlock allContacts
Angel David Alayon
Marketing Director and Investment Advisor
- CRD
- #8059726
GIOCONDA DEL CARMEN BOLINCHES SEBASTIANI
Financial Advisor
- CRD
- #6711397
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
SMA allocation detail is available
Lifeinvest Wealth Management, LTD has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.