LIFE WEALTH MANAGEMENT INCORPORATED
Legal name: LIFE WEALTH MANAGEMENT, INC.
CRD #130431 SEC #801-67998 VALENCIA, CA 877-590-5433
SEC Registered
Total AUM
$19.5M
Discretionary
$19.5M
Employees
5
Clients
101
Accounts
231
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2009 | $19.5M | $19.5M | $0 | 5 | -- |
| Mar 2009 | $19.5M | $19.5M | $0 | 5 | -- |
| Sep 2007 | $32.5M | $0 | $32.5M | 5 | -- |
| May 2007 | $32.5M | $0 | $32.5M | 5 | -- |
DateJun 2009
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$32.5M
Discretionary$0
Non-Disc.$32.5M
Employees5
Clients--
DateMay 2007
Total AUM$32.5M
Discretionary$0
Non-Disc.$32.5M
Employees5
Clients--