SEC-registered independent wealth management RIA
The Life Wealth Group
As of its Form ADV filed March 30, 2026, The Life Wealth Group, an SEC-registered independent wealth management RIA in Winter Garden, Florida, reported $490.6 million in regulatory assets under management across 1,531 accounts, ranking #147 among independent RIAs in Florida by assets.
Registration
- Main office
- Winter Garden, FL
- Registration
- SEC-registered, Approved
- CRD number
- 332978
- SEC file number
- 801-131318
- Registered since
- October 18, 2024
- Latest Form ADV filing
- March 30, 2026
- Legal name
- LIFEWEALTH INVESTMENTS, LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $490.6 million
- Discretionary
- $490.6 million (100.0%)
- Non-discretionary
- $0
- Accounts
- 1,531 (1,531 discretionary)
- Clients
- 546, approximate as reported
- Employees
- 22
- Advisory staff
- 9 performing investment advisory functions
- Average account
- $320,440
- Asset growth, 1 year
- 176.1% (from $177.7 million a year earlier)
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 618.4% (from 76)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Florida | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #2,624 | #147 | $490.6 million |
| Fastest-growing independent RIAs over one year | #26 | #1 | 176.1%from $177.7 million |
| Independent RIAs with the biggest asset gains over one year | #668 | #35 | $312.9 million |
| Independent RIAs with the most clients | #2,012 | #125 | 546 |
| Independent RIAs with the most accounts | #1,626 | #87 | 1,531 |
| Independent RIAs with the most advisory staff | #1,258 | #66 | 9 |
| Independent RIAs with the most high net worth clients | #3,002 | #156 | 104 |
| Independent RIAs with the most CFP professionals | #1,244 | #53 | 3 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| September 2, 2025 | $177.7 million |
| October 2, 2026 | $490.6 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 104 clients | $306.7 million | |
| Individuals (other than high net worth) 362 clients | $138.8 million | |
| Corporations or other businesses 73 clients | $39.3 million | |
| Pension and profit sharing plans 5 clients | $5.8 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Selection of other advisers
- Educational seminars or workshops
Financial planning clients (Item 5.H): 1-10.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Registered representative of a broker-dealer
- Real estate broker, dealer or agent
- Insurance broker or agent
Financial industry affiliations (Item 7.A)
- Other investment adviser
- Accountant or accounting firm
- Lawyer or law firm
- Insurance company or agency
- Real estate broker, dealer or agent
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 9
- Also registered through a broker-dealer
- 8
- Employees who are IARs (Form ADV 5.B(3))
- 9
Designations held by the firm's IARs: CFP 3.
9 of the firm's 9 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Florida
| Firm | City | RAUM |
|---|---|---|
| Xcel Wealth Management, LLC | Holly Hill | $497.9 million |
| Tim Looney Investments, LLC | Longwood | $490.3 million |
| Marquis Wealth Management Group | Fort Myers | $489.2 million |
| Global Kandor Advisors, LLC | Miami | $483.3 million |
| Xendia Wealth LLC | Miami | $475.3 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- The Life Wealth Group on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: thelifewealthgroup.com
- Independent RIAs in Florida
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.