Life Moves Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,464,184
Clients
48
Advisors
1
of 1 employees
About
Life Moves Wealth Management is a fee‑only registered investment adviser that serves individuals, high‑net‑worth clients, and employer plan sponsors. The firm offers comprehensive wealth management, project‑based financial planning, discretionary investment management, retirement plan consulting for plan sponsors, and periodic educational seminars, and provides estate‑planning assistance through a third‑party technology service.
The firm’s investment process emphasizes strategic asset allocation that can include both passive and active funds, and it uses a mix of fundamental, technical, and tactical analysis to tailor portfolios to clients’ goals and risk tolerances. It implements discretionary management for most accounts while also managing held‑away retirement and HSA accounts on a non‑discretionary basis and conducts regular reviews and monitoring under a stated fiduciary code of ethics.
Notably, Life Moves offers services that are less common among independent advisers of its size: it accepts corporate or business clients and provides institutional retirement‑plan consulting (including ERISA‑related advisory work for plan sponsors), and it conducts educational seminars and speaking engagements. The firm also integrates a third‑party estate‑planning platform and an order‑management approach for tax‑efficient rebalancing of held‑away accounts, extending its service mix beyond typical retail‑focused offerings.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees range from $500 to $5,000; Estate Planning Services fixed fees range from $250 to $1,800; Educational Seminars fees range from $0 to $5,000 per seminar or $0 to $250 per participant
$0 - $500,000: 0.50% $500,001 - $1,000,000: 0.40% $1,000,000+: 0.25%
Project-Based Financial Planning hourly rate of $300/hour
Minimum fee: Fixed fee for Comprehensive Wealth Management ranging from $3,600 to $12,000 annually; initial fee up to $1,500 for plan construction (may be waived or reduced) Fee-only: LMWM is a fee-only firm; does not accept commissions or other compensation from product sales.
Main office
20715 N. Pima Road Suite 108
Scottsdale AZ 85255
Advisors at this office
1
Most active in
Arizona · Indiana
Also doing business as
Life Moves Wealth Management · Life Moves Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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