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Lifeinvest Wealth Management, LTD

Lifeinvest Wealth Management, LTD. CRD 146966

Lifeinvest Wealth Management, LTD logo

CRD: 146966

Lifeinvest Wealth Management, LTD

Miami, FL, 33131
7865230500
$300.5M Total AUM
$160.2M Disc. AUM
-9.0% 3Y CAGR
11 Employees
261 ADV. Clients
17 yrs Firm Age

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Firm Details

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

1110 Brickell Avenue Suite 210-A Miami FL
AV Francisco Miranda EDF Mene Grande P14 LOS Palos Grandes Caracas --
-- Caracas --

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

-- AVG AGE
$37.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.6 yrs AVG TENURE
11 Employees
8 Advisory Reps
8 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Legacy Momentum Meridian wave Matrix prime Focus focus Vertex alpha Meridian foundation Ember peak Optima oak

Client Personas

Pioneer atlas

Custodian

Summit Glacier glacier Unison foundation Bridge Focus unison Oak eagle Fusion focus Ember summit Vital

Investment Themes

Insight Insight

Investment Vehicles

Optima Peak

Services

Pathway Foundation Signal Alpha optima Wave Summit Delta

Technology

Peak north Vector foundation Ember oak Frontier focus Beacon pioneer

Owner & Executives

JUAN CARLOS CARVALLO

JUAN CARLOS CARVALLO

CHIEF OPERATING OFFICER, Director

CRD
#2587147
Ownership
25% but less than 50%
(983) 841-5288
pathway.fusion@foundationcapital.com
in linkedin.com/in/vital-oak
G

GABRIEL OSIO ZAMORA

Chairman Of The Board

CRD
--
Ownership
25% but less than 50%
(373) 594-2643
peak.frontier@focuscapital.com
in linkedin.com/in/horizon-glacier
C

Capital ember

Catalyst beacon

CRD
#12196
Ownership
17.2%
(231) 474-7294
legacy.momentum@ridgecapital.com
in linkedin.com/in/peak-ridge

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Contacts

A

Angel David Alayon

--

CRD
#8059726
(722) 825-3201
fusion.oak@pioneercapital.com
in linkedin.com/in/insight-delta
GIOCONDA DEL CARMEN BOLINCHES SEBASTIANI

GIOCONDA DEL CARMEN BOLINCHES SEBASTIANI

--

CRD
#6711397
(741) 536-8837
vital.alpha@vectorcapital.com
in linkedin.com/in/radial-beacon
A

Atlas unison

Beacon atlas

CRD
#31881
(907) 755-1091
beacon.catalyst@legacycapital.com
in linkedin.com/in/peak-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-10-2022
10-16-2023
10-14-2024
11-14-2025
03-09-2026
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

$300.5M Total SMA
Equity - Exchange:
6.5%
Corporate - Investment Grade:
12.1%
Corporate - Non-Investment Grade:
17.8%
Cash:
15.4%
Other:
9.4%
U.S. Government/Agency:
15.4%
Private Funds:
13.0%
Sovereign Bonds:
10.4%
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%

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