Lifeinvest Wealth Management, Ltd

CRD 146966 · Miami, FL · $300.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 146966
SEC number: 801-69869
Firm type: RIA
Assets under management: $300.5M as of Mar 9, 2026
Website: www.youtube.com/@lifeinvestwealthmanagement ↗
Phone: 786-523-0500
Address: 1110 Brickell Avenue, Miami, FL, 33131-3136

Advisors at this firm

8 in our index · page 1 of 1

Angel David AlayonCRD 8059726 · Caracas

IA Registered
Gioconda Del Carmen Bolinches SebastianiCRD 6711397 · Miami, FL

IA RegisteredBroker
Juan Carlos CarvalloCRD 2587147 · Miami, FL

IA Registered
Juan Rodrigo CarvalloCRD 7804068 · Caracas

IA RegisteredBroker
Marilo Fernandez GonzalezCRD 7003041 · Caracas

IA Registered
Christian RamirezCRD 6546821 · Miami, FL

IA Registered

Disclosure event(s) on record
Asdrubal Jose Rivas RojasCRD 7072228 · Caracas

IA Registered
Victor Manuel Rafael Silva RicciCRD 7072197 · Miami, FL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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