T
$490.6M Total AUM
$490.6M Disc. AUM
-- 3Y CAGR
22 Employees
546 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2024
- Office Locations
- 1
Office Locations
270 W. Plant Street Ste. 240 Winter Garden FL
About THE Life Wealth Group
THE Life Wealth Group is a Winter Garden-based RIA. The firm has been operating for 1 years. Managing $490.6M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$54.5M AVG AUM / ADVISOR
$898.5K AVG AUM / CLIENT
1.2 yrs AVG TENURE
22 Employees
9 Advisory Reps
9 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
HILGARDT WILHELM LAMPRECHT
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2866895
- Ownership
- Less than 5%
Available
Available
Available
J
JANICE CHRISTINE LAMPRECHT
Chief Operating Officer, Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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B
BRADLEY JAMES BUSBIN
Wealth Advisor
- CRD
- #5024144
Available
Available
Available
J
Josiah Jazwa
Advisor
- CRD
- #7192653
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $490,593,143 | $320,440 |
| Non-Discretionary | $0 | -- |
| Total | $490,593,143 | $320,440 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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