The Life Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$445,460,849
Clients
466
Advisors
9
of 22 employees
About
The LifeWealth Group is a team-based registered investment adviser that serves individuals (including high-net-worth clients), businesses, and retirement plans with holistic wealth management services. Its offerings include discretionary asset management, financial planning and consulting, estate-planning support via a third‑party document platform with attorney review, and access to managed-account/wrap programs and donor-advised funds.
The firm implements discretionary portfolio management using proprietary model portfolios and third‑party sub‑advisors, including participation in AE Wealth Management’s managed‑account program, and employs strategic and tactical asset‑allocation approaches as well as value‑oriented strategies when appropriate. Advisors work with clients one‑on‑one to tailor recommendations, coordinate held‑away assets, and negotiate fees, while disclosing conflicts associated with retirement‑plan rollover recommendations and sub‑adviser arrangements.
What is notable about the firm relative to many peers is its range of uncommon affiliations and activities disclosed in its brochure: an affiliated insurance agency and significant insurance-selling activity (with advisors estimating roughly half their time on insurance sales), an affiliated business‑transition advisory/brokerage practice for exits and succession, and that some advisers also act as registered representatives, attorneys, CPAs, or real estate professionals. The brochure also discloses that the firm reports about $490.6 million in discretionary AUM while its AEWM relationship references preferential pricing that requires maintaining $500 million on the platform, and that a control person has disclosed customer disputes in their Form ADV Part 2B supplement.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees charged for estate planning services, fees negotiated based on scope of services
Negotiable, up to 2% annually
Insurance products commissions vary, including fixed index annuities and other insurance product commissions
Account minimum: $500,000 Fee-only: Fees are negotiated based on scope of services; no commissions for advisory fees
Main office
270 W. Plant Street, Ste. 240
Winter Garden FL 34787
Advisors at this office
9
Most active in
California · Florida · Georgia · Kansas · Missouri · North Carolina · Texas
Also doing business as
Lifewealth Investments, LLC · Significant Wealth Management, Inc. · The Life Wealth Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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