Erik Buatte
Advisor at LifeFirst Wealth, LLC — Huntsville, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Huntsville, AL 35808
LifeFirst Wealth, LLC
Independent
Total advisors
1Clients per advisor
3 LowAvg AUM per client
$1,420,485 Very HighHNW client ratio
33% HighErik Buatte is a financial advisor at LifeFirst Wealth, LLC in Huntsville, AL, holding a Series 65 credential with two years of industry experience. His work history includes roles at AI Signal Research, Inc., Astrion, Longview Financial Advisors, Inc., and ERC, Inc. LifeFirst Wealth serves individual clients with comprehensive financial planning and portfolio management, as well as an employer-facing workplace financial wellness service called the Compass Program. The firm uses a combination of modern portfolio theory, fundamental and technical analysis, and both passive and active strategies to develop individualized investment policies, typically managing accounts on a discretionary basis through a digital institutional custodian platform.
Based on LifeFirst Wealth, LLC
Project-Based Financial Planning hourly rate is $250
Compass Program fees are $XX per employee per month (exact amount not stated), with minimum one-year commitment
Account minimum: $200,000 Minimum fee: Initial fee up to $600 for construction of comprehensive financial plan, maximum annual fee $7,500 Fee-only: LifeFirst Wealth, LLC is a fee-only firm; compensation solely from clients for services
Huntsville, AL
4100 Market Street SW, Suite 100, Pmb #1294
Huntsville AL 35808
Advisors at this office
1
Alabama · Texas
2 years of industry experience
AI Signal Research, Inc. (ASRI)
2025 - Present • 1 year
Huntsville, AL
Astrion
2024 - 2024 • 1 year
Huntsville, AL
LifeFirst Wealth, LLC
2024 - Present • 2 years
Huntsville, AL
Longview Financial Advisors, Inc.
2022 - 2024 • 2 years
Huntsville, AL
ERC, Inc.
2015 - 2022 • 7 years
Huntsville, AL
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