LIFEWEALTH INVESTMENTS, LLC

CRD

332978

SEC file #

801-131318

EIN

994029050

DBA names

The Life Wealth Group

Economics

AUM

$490.6M

AUM band

$100M-$500M

AUM trajectory

'25 · $177.7M

'26 · $490.6M

'25'26

$177.7M → $490.6M▲ +176%

sec adv history

Client mix

Individuals Other	362
Individuals High Net Worth	104
Corporations	73
Pension Profit Sharing Plans	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 9 advisors

'26 · 9 advisors

'25'26

9 advisors → 9 advisors▬ 0%

sec adv history

Primary office

WINTER GARDEN FL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

thelifewealthgroup.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SIGNIFICANT WEALTH MANAGEMENT, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SIGNIFICANT WEALTH MANAGEMENT, INC.

LAMPRECHT, HILGARDT, WILHELM

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

THELIFEWEALTHGROUP.COM

Rdap Domain Creation Date

2009-07-28T18:25:34Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002033794

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-26

Edgar Last Filing Date

2026-04-21

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-21

Accession0002033794-26-000005

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3394

Soi Zip Pct 200k Plus

0.1357

Soi Zip Returns 200k Plus

6,520

Soi Zip Total AGI

5,296,313

Fdic Zip Total Deposits

18,180,811,000

Fdic Zip Branch Count

344

Fdic Zip Top Banks

Wells Fargo Bank, National Association

TD Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

270 W. PLANT STREET, STE. 240WINTER GARDEN, FL 34787

Business

270 W. PLANT STREET, STE. 240WINTER GARDEN, FL 34787

Edgar EIN

994029050

Edgar Recent Filings

13F-HR2026-04-21 · 0002033794-26-000005

13F-HR/A2026-01-26 · 0002033794-26-000004

Fdic Zip Branches Raw

AmSouth Bank of FloridaWinter Garden, FL

SouthTrust Bank of OrlandoWinter Garden, FL

Fdic Zip HHI

1003.99

Fdic Zip Top Bank Share Pct

23.42

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-11-22T11:59:59Z

Rdap Domain Last Changed

2022-09-06T07:23:12Z

Rdap Nameservers

Ns1.advisorstech.netNs2.advisorstech.netNs3.advisorstech.netNs4.advisorstech.net

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	151,008
Returns	12,110

Stub 2

AGI	351,802
Returns	9,700

Stub 3

AGI	362,475
Returns	5,880

Soi Zip Total Business Income

158,600

Soi Zip Total Cap Gains

378,432

Soi Zip Total Dividends

79,166

Soi Zip Total Returns

48,050

Trust Company Affiliate