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Lifewealth Investments, LLC

● SEC registered since 2024CRD 332978SEC# 801-131318Winter Garden, FL
Export (members)
Reg. AUM
$177.7M
Employees
16
Accounts
314
Location
Winter Garden, FL

Lifewealth Investments, LLC assets under management

Lifewealth Investments, LLC operates as an SEC-registered investment adviser based in Winter Garden, FL. The firm has been registered since 2024. It reports $177.7 million in regulatory assets under management and employs 16 people.

Lifewealth Investments, LLC owners & executives

5 reported
NameTitleOwnershipSince
Hilgardt Wilhelm Lamprecht ControlChief Executive OfficerUnder 5%2024
Janice Christine Lamprecht ControlChief Operations OfficerUnder 5%2024
Significant Wealth Management, Inc. ControlOwning CompanyOver 75%2024
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Frequently asked questions

How much does Lifewealth Investments, LLC manage?

Lifewealth Investments, LLC reports $177.7 million in regulatory assets under management on its Form ADV.

How many employees does Lifewealth Investments, LLC have?

Lifewealth Investments, LLC reports 16 employees.

Where is Lifewealth Investments, LLC located?

Lifewealth Investments, LLC is based in Winter Garden, FL and has been SEC-registered since 2024.

Does Lifewealth Investments, LLC disclose fund performance?

Lifewealth Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address270 W. Plant Street, Ste. 240, Winter Garden, FL 34787
Phone407-299-4129
Fax407-299-7128
Office hours8:30a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$175.9M
Non-discretionary$1.8M
Total (RAUM)$177.7M