WINTER GARDEN, FLCRD 332978Latest ADV March 30, 2026
The Life Wealth Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Garden, FL. Its latest Form ADV filing, dated March 30, 2026, reports $491M in regulatory assets under management, 22 employees, and 1,531 accounts.
Assets Under Management
$491M
Employees
22
Offices
--
Total Clients
544
Primary office
WINTER GARDEN, FL
270 W. PLANT STREET, STE. 240, WINTER GARDEN, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.5% of total clients.
Top client categories% of clientsClients
1
Individuals
66.5%
362
2
HNWI
19.1%
104
3
Corporations
13.4%
73
4
Pension Plans
0.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$491Mas of March 30, 2026
Discretionary100.0%
$491M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$491M
Total Accounts1,531
10Y AUM Change+$491M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee25:1
10Y Employee Change+22
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.