The Life Wealth Group
Firm details
- Headquarters
- Winter Garden, Florida
- CRD number
- 332978
- Registered since
- October 18, 2024
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.51%
- Individuals28.29%
- Corporations / Businesses8.01%
- Pension & Profit Sharing Plans1.18%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Life Wealth Group is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration year 2024) and serves both individual/family and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars. The firm also conducts brokerage-related business: it acts as a registered representative of a broker-dealer and operates as a licensed real estate and insurance broker, which can expand product access and referral channels. Fee arrangements are mixed—percentage of AUM, hourly and fixed fees—indicating a hybrid advice model that can accommodate ongoing portfolio management and project-based planning. The Life Wealth Group does not describe itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities26%
- Cash & Cash Equivalents10%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$304M in ETFs
74%
$224M
10%
$80.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $42.3M | 143,533 | 13.90% |
Location
Winter Garden, FL
Orange
Location
Winter Garden, FL
Headquartered in Winter Garden, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 270 W Plant St
- Time zone
- ET (UTC-5)
- Office locations
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