| Name | Title | Ownership | Since |
|---|---|---|---|
| Christian Ramirez | Chief Compliance Officer | Under 5% | 2018 |
| Ernesto Rangel Aguilera Control | Vice President, Chief Financial Officer | 25-50% | 2019 |
| Gabriel Osio Zamora Control | Chairman Of The Board | 25-50% | 2012 |
Lifeinvest Wealth Management, Ltd reports $447.1 million in regulatory assets under management on its Form ADV.
Lifeinvest Wealth Management, Ltd reports 20 employees.
Lifeinvest Wealth Management, Ltd is based in Miami, FL and has been SEC-registered since 2009.
Lifeinvest Wealth Management, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1110 Brickell Avenue, Suite 210-A, Miami, FL 33131-3136 |
| Phone | 786-523-0500 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $256.9M |
| Non-discretionary | $190.2M |
| Total (RAUM) | $447.1M |