LIFE MOVES WEALTH MANAGEMENT

Overview

Life Moves Wealth Management is an independent registered investment adviser organized as an LLC and operating with an individual-owner structure. The firm serves both individual and family clients as well as institutional accounts and positions itself as a fee-based advisory practice, offering percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core service lines include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars or workshops. Investment activity is tilted toward liquid equity exposures: exchange-traded equities are the dominant allocation. The adviser manages client assets with a discretionary mandate in most cases and supplements core equity allocations with mutual funds and third-party real estate strategies. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices