LIFEINVEST WEALTH MANAGEMENT, LTD
CRD #146966 SEC #801-69869 MIAMI, FL 786-523-0500
SEC Registered
Total AUM
$447.1M
Discretionary
$256.9M
Employees
21
Clients
0
Accounts
474
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $447.1M | $256.9M | $190.2M | 21 | 0 |
| Apr 2025 | $447.1M | $256.9M | $190.2M | 20 | 0 |
| Feb 2025 | $447.1M | $256.9M | $190.2M | 23 | 0 |
| Oct 2024 | $402.2M | $252.4M | $149.8M | 23 | 0 |
| Aug 2024 | $402.2M | $252.4M | $149.8M | 23 | 0 |
| May 2024 | $402.2M | $252.4M | $149.8M | 23 | 0 |
| Mar 2024 | $402.2M | $252.4M | $149.8M | 23 | 0 |
| Mar 2024 | $402.2M | $252.4M | $149.8M | 23 | 0 |
| Oct 2023 | $324.4M | $236M | $88.4M | 29 | 0 |
| Jul 2023 | $324.4M | $236M | $88.4M | 29 | 0 |
| Mar 2023 | $324.4M | $236M | $88.4M | 29 | 0 |
| Nov 2022 | $408M | $275.7M | $132.3M | 26 | 0 |
| Mar 2022 | $408M | $275.7M | $132.3M | 26 | 0 |
| Dec 2021 | $427.8M | $159.1M | $268.7M | 22 | 0 |
| Mar 2021 | $427.8M | $159.1M | $268.7M | 22 | 0 |
| Nov 2020 | $359.3M | $79.4M | $280M | 15 | 0 |
| Sep 2020 | $359.3M | $79.4M | $280M | 15 | 0 |
| Sep 2020 | $359.3M | $79.4M | $280M | 15 | 0 |
| Aug 2020 | $359.3M | $79.4M | $280M | 15 | 0 |
| Jul 2020 | $359.3M | $79.4M | $280M | 15 | 0 |
| Jun 2020 | $359.3M | $79.4M | $280M | 15 | 0 |
| Apr 2020 | $359.3M | $79.4M | $280M | 15 | 0 |
| Apr 2020 | $359.3M | $79.4M | $280M | 15 | 0 |
| Jan 2020 | $359.3M | $79.4M | $280M | 15 | 0 |
| Nov 2019 | $344.4M | $53.8M | $290.6M | 14 | 0 |
| Sep 2019 | $344.4M | $53.8M | $290.6M | 14 | 0 |
| Jun 2019 | $344.4M | $53.8M | $290.6M | 14 | 0 |
| Mar 2019 | $344.4M | $53.8M | $290.6M | 14 | 0 |
| Oct 2018 | $363.5M | $0 | $363.5M | 7 | 0 |
| Aug 2018 | $363.5M | $0 | $363.5M | 7 | 0 |
| Jul 2018 | $363.5M | $0 | $363.5M | 7 | 0 |
| Apr 2018 | $400M | $0 | $400M | 4 | 0 |
| Feb 2018 | $400M | $0 | $400M | 4 | 0 |
| Nov 2017 | $400M | $0 | $400M | 2 | 0 |
| Sep 2017 | $400M | $0 | $400M | 5 | 200 |
| Aug 2017 | $400M | $0 | $400M | 5 | 200 |
| Mar 2017 | $400M | $0 | $400M | 5 | 200 |
| Oct 2016 | $3B | $0 | $3B | 3 | 26 |
| Jun 2016 | $3B | $0 | $3B | 3 | 26 |
| Feb 2016 | $3B | $0 | $3B | 3 | 26 |
| Sep 2015 | $300M | $0 | $300M | 3 | 26 |
| Jan 2015 | $300M | $0 | $300M | 4 | 26 |
| Feb 2014 | $350M | $0 | $350M | 4 | 26 |
| Jul 2013 | $300M | $0 | $300M | 4 | 26 |
| Feb 2013 | $300M | $0 | $300M | 4 | 26 |
| Nov 2012 | $250M | $0 | $250M | 4 | 26 |
| Oct 2012 | $250M | $0 | $250M | 1 | 26 |
| Sep 2012 | $250M | $0 | $250M | 1 | 26 |
| Jun 2012 | $250M | $0 | $250M | 1 | 26 |
| Mar 2012 | $250M | $0 | $250M | 1 | 26 |
| Mar 2012 | $250M | $0 | $250M | 1 | 26 |
| Dec 2011 | $250M | $0 | $250M | 1 | 251 |
| Jul 2010 | $156.5M | $0 | $156.5M | 5 | -- |
| Jul 2010 | $522M | $0 | $522M | 5 | -- |
| Jun 2010 | $522M | $0 | $522M | 5 | -- |
| Jan 2010 | $152M | $0 | $152M | 5 | -- |
| Jun 2009 | $152M | $0 | $152M | 5 | -- |
DateNov 2025
Total AUM$447.1M
Discretionary$256.9M
Non-Disc.$190.2M
Employees21
Clients0
DateApr 2025
Total AUM$447.1M
Discretionary$256.9M
Non-Disc.$190.2M
Employees20
Clients0
DateFeb 2025
Total AUM$447.1M
Discretionary$256.9M
Non-Disc.$190.2M
Employees23
Clients0
DateOct 2024
Total AUM$402.2M
Discretionary$252.4M
Non-Disc.$149.8M
Employees23
Clients0
DateAug 2024
Total AUM$402.2M
Discretionary$252.4M
Non-Disc.$149.8M
Employees23
Clients0
DateMay 2024
Total AUM$402.2M
Discretionary$252.4M
Non-Disc.$149.8M
Employees23
Clients0
DateMar 2024
Total AUM$402.2M
Discretionary$252.4M
Non-Disc.$149.8M
Employees23
Clients0
DateMar 2024
Total AUM$402.2M
Discretionary$252.4M
Non-Disc.$149.8M
Employees23
Clients0
DateOct 2023
Total AUM$324.4M
Discretionary$236M
Non-Disc.$88.4M
Employees29
Clients0
DateJul 2023
Total AUM$324.4M
Discretionary$236M
Non-Disc.$88.4M
Employees29
Clients0
DateMar 2023
Total AUM$324.4M
Discretionary$236M
Non-Disc.$88.4M
Employees29
Clients0
DateNov 2022
Total AUM$408M
Discretionary$275.7M
Non-Disc.$132.3M
Employees26
Clients0
DateMar 2022
Total AUM$408M
Discretionary$275.7M
Non-Disc.$132.3M
Employees26
Clients0
DateDec 2021
Total AUM$427.8M
Discretionary$159.1M
Non-Disc.$268.7M
Employees22
Clients0
DateMar 2021
Total AUM$427.8M
Discretionary$159.1M
Non-Disc.$268.7M
Employees22
Clients0
DateNov 2020
Total AUM$359.3M
Discretionary$79.4M
Non-Disc.$280M
Employees15
Clients0
DateSep 2020
Total AUM$359.3M
Discretionary$79.4M
Non-Disc.$280M
Employees15
Clients0
DateSep 2020
Total AUM$359.3M
Discretionary$79.4M
Non-Disc.$280M
Employees15
Clients0
DateAug 2020
Total AUM$359.3M
Discretionary$79.4M
Non-Disc.$280M
Employees15
Clients0
DateJul 2020
Total AUM$359.3M
Discretionary$79.4M
Non-Disc.$280M
Employees15
Clients0
DateJun 2020
Total AUM$359.3M
Discretionary$79.4M
Non-Disc.$280M
Employees15
Clients0
DateApr 2020
Total AUM$359.3M
Discretionary$79.4M
Non-Disc.$280M
Employees15
Clients0
DateApr 2020
Total AUM$359.3M
Discretionary$79.4M
Non-Disc.$280M
Employees15
Clients0
DateJan 2020
Total AUM$359.3M
Discretionary$79.4M
Non-Disc.$280M
Employees15
Clients0
DateNov 2019
Total AUM$344.4M
Discretionary$53.8M
Non-Disc.$290.6M
Employees14
Clients0
DateSep 2019
Total AUM$344.4M
Discretionary$53.8M
Non-Disc.$290.6M
Employees14
Clients0
DateJun 2019
Total AUM$344.4M
Discretionary$53.8M
Non-Disc.$290.6M
Employees14
Clients0
DateMar 2019
Total AUM$344.4M
Discretionary$53.8M
Non-Disc.$290.6M
Employees14
Clients0
DateOct 2018
Total AUM$363.5M
Discretionary$0
Non-Disc.$363.5M
Employees7
Clients0
DateAug 2018
Total AUM$363.5M
Discretionary$0
Non-Disc.$363.5M
Employees7
Clients0
DateJul 2018
Total AUM$363.5M
Discretionary$0
Non-Disc.$363.5M
Employees7
Clients0
DateApr 2018
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees4
Clients0
DateFeb 2018
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees4
Clients0
DateNov 2017
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees2
Clients0
DateSep 2017
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees5
Clients200
DateAug 2017
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees5
Clients200
DateMar 2017
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees5
Clients200
DateOct 2016
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees3
Clients26
DateJun 2016
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees3
Clients26
DateFeb 2016
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees3
Clients26
DateSep 2015
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees3
Clients26
DateJan 2015
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees4
Clients26
DateFeb 2014
Total AUM$350M
Discretionary$0
Non-Disc.$350M
Employees4
Clients26
DateJul 2013
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees4
Clients26
DateFeb 2013
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees4
Clients26
DateNov 2012
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees4
Clients26
DateOct 2012
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees1
Clients26
DateSep 2012
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees1
Clients26
DateJun 2012
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees1
Clients26
DateMar 2012
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees1
Clients26
DateMar 2012
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees1
Clients26
DateDec 2011
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees1
Clients251
DateJul 2010
Total AUM$156.5M
Discretionary$0
Non-Disc.$156.5M
Employees5
Clients--
DateJul 2010
Total AUM$522M
Discretionary$0
Non-Disc.$522M
Employees5
Clients--
DateJun 2010
Total AUM$522M
Discretionary$0
Non-Disc.$522M
Employees5
Clients--
DateJan 2010
Total AUM$152M
Discretionary$0
Non-Disc.$152M
Employees5
Clients--
DateJun 2009
Total AUM$152M
Discretionary$0
Non-Disc.$152M
Employees5
Clients--