Wealth For Life, LLC

Overview

Wealth For Life, LLC is a small, fee-based registered investment adviser structured as a limited liability company that focuses on discretionary portfolio management for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and reports a client base made up of both private clients and some institutional relationships. Filings indicate the firm is not a multi-state adviser, does not describe itself as a capital allocator, and does not identify as an active ESG investor. Investment activity is concentrated in publicly traded pooled vehicles rather than direct alternative programs. The firm lists an insurance company affiliation, which can indicate access to insurance-based solutions alongside traditional investment management and financial planning. Custody and trading activity flows through Charles Schwab & Co., Inc.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices