LIFEWEALTH INVESTMENTS, LLC
Legal name: THE LIFE WEALTH GROUP
CRD #332978 SEC #801-131318 WINTER GARDEN, FL 407-299-4129
SEC Registered
Total AUM
$177.7M
Discretionary
$175.9M
Employees
16
Clients
10
Accounts
314
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $177.7M | $175.9M | $1.8M | 16 | 1 |
| May 2025 | $177.7M | $175.9M | $1.8M | 16 | 1 |
| Feb 2025 | $177.7M | $175.9M | $1.8M | 16 | 1 |
| Oct 2024 | $0 | $0 | $0 | 0 | 0 |
| Sep 2024 | $0 | $0 | $0 | 0 | 0 |
| Sep 2024 | $0 | $0 | $0 | 0 | 0 |
DateJul 2025
Total AUM$177.7M
Discretionary$175.9M
Non-Disc.$1.8M
Employees16
Clients1
DateMay 2025
Total AUM$177.7M
Discretionary$175.9M
Non-Disc.$1.8M
Employees16
Clients1
DateFeb 2025
Total AUM$177.7M
Discretionary$175.9M
Non-Disc.$1.8M
Employees16
Clients1
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0