Active
THE LIFE WEALTH GROUP
Investment Advice|WINTER GARDEN, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$177.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 175.9M |
| Non-Discretionary | 1.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 332978 |
| SEC Number | 801-131318 |
| Street Address | 270 W. PLANT STREET |
| Street Address 2 | STE. 240 |
| Location | WINTER GARDEN, FL 34787 |
| Country | United States |
| Phone | 407-299-4129 |
| Fax | 407-299-7128 |
| Total Employees | 16 |
| Business Types | registered_representative, real_estate_broker, insurance_broker |
Client Count by Type (75 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 50 |
| Individuals (other than H… | 20 |
| Corporations/Businesses | 5 |
Community Partners
CITY OF APOPKA
CITY OF BAY LAKE
CITY OF BELLE ISLE
CITY OF EDGEWOOD
CITY OF LAKE BUENA VISTA
CITY OF OCOEE
CITY OF ORLANDO
CITY OF WINTER GARDEN
COUNTY OF ORANGE
TOWN OF OAKLAND
TOWN OF WINDERMERE
CITY OF APOPKA
CITY OF BAY LAKE
CITY OF BELLE ISLE
CITY OF EDGEWOOD
CITY OF LAKE BUENA VISTA
CITY OF OCOEE
CITY OF ORLANDO
CITY OF WINTER GARDEN
COUNTY OF ORANGE
TOWN OF OAKLAND
TOWN OF WINDERMERE
CITY OF APOPKA
CITY OF BAY LAKE
CITY OF BELLE ISLE
CITY OF EDGEWOOD
CITY OF LAKE BUENA VISTA
CITY OF OCOEE
CITY OF ORLANDO
CITY OF WINTER GARDEN
COUNTY OF ORANGE
TOWN OF OAKLAND
TOWN OF WINDERMERE
Municipal Government
11 Active
11
Organizations
BOARD OF COUNTY COMMISSIONERS
BOGGY CREEK IMPROVEMENT DISTRICT
BONNET CREEK RESORT COMMUNITY DEVELOPMENT DISTRICT
CENTRAL FLORIDA TOURISM OVERSIGHT DISTRICT
DOWDEN WEST COMMUNITY DEVELOPMENT DISTRICT
EAST PARK COMMUNITY DEVELOPMENT DISTRICT
FALCON TRACE COMMUNITY DEVELOPMENT DISTRICT
FRERC COMMUNITY DEVELOPMENT DISTRICT
GOLDEN GEM COMMUNITY DEVELOPMENT DISTRICT
GRANDE PINES COMMUNITY DEVELOPMENT DISTRICT
GREENE WAY IMPROVEMENT DISTRICT
GROVE RESORT COMMUNITY DEVELOPMENT DISTRICT
KELLY PARK COMMUNITY DEVELOPMENT DISTRICT
LAKE APOPKA NATURAL GAS DISTRICT
MIDTOWN IMPROVEMENT DISTRICT
MYRTLE CREEK IMPROVEMENT DISTRICT
NARCOOSSEE COMMUNITY DEVELOPMENT DISTRICT
ORANGE COUNTY HOUSING FINANCE AUTHORITY
ORANGE COUNTY LIBRARY SYSTEM
ORANGE COUNTY RESEARCH AND DEVELOPMENT AUTHORITY
BOARD OF COUNTY COMMISSIONERS
BOGGY CREEK IMPROVEMENT DISTRICT
BONNET CREEK RESORT COMMUNITY DEVELOPMENT DISTRICT
CENTRAL FLORIDA TOURISM OVERSIGHT DISTRICT
DOWDEN WEST COMMUNITY DEVELOPMENT DISTRICT
EAST PARK COMMUNITY DEVELOPMENT DISTRICT
FALCON TRACE COMMUNITY DEVELOPMENT DISTRICT
FRERC COMMUNITY DEVELOPMENT DISTRICT
GOLDEN GEM COMMUNITY DEVELOPMENT DISTRICT
GRANDE PINES COMMUNITY DEVELOPMENT DISTRICT
GREENE WAY IMPROVEMENT DISTRICT
GROVE RESORT COMMUNITY DEVELOPMENT DISTRICT
KELLY PARK COMMUNITY DEVELOPMENT DISTRICT
LAKE APOPKA NATURAL GAS DISTRICT
MIDTOWN IMPROVEMENT DISTRICT
MYRTLE CREEK IMPROVEMENT DISTRICT
NARCOOSSEE COMMUNITY DEVELOPMENT DISTRICT
ORANGE COUNTY HOUSING FINANCE AUTHORITY
ORANGE COUNTY LIBRARY SYSTEM
ORANGE COUNTY RESEARCH AND DEVELOPMENT AUTHORITY
BOARD OF COUNTY COMMISSIONERS
BOGGY CREEK IMPROVEMENT DISTRICT
BONNET CREEK RESORT COMMUNITY DEVELOPMENT DISTRICT
CENTRAL FLORIDA TOURISM OVERSIGHT DISTRICT
DOWDEN WEST COMMUNITY DEVELOPMENT DISTRICT
EAST PARK COMMUNITY DEVELOPMENT DISTRICT
FALCON TRACE COMMUNITY DEVELOPMENT DISTRICT
FRERC COMMUNITY DEVELOPMENT DISTRICT
GOLDEN GEM COMMUNITY DEVELOPMENT DISTRICT
GRANDE PINES COMMUNITY DEVELOPMENT DISTRICT
GREENE WAY IMPROVEMENT DISTRICT
GROVE RESORT COMMUNITY DEVELOPMENT DISTRICT
KELLY PARK COMMUNITY DEVELOPMENT DISTRICT
LAKE APOPKA NATURAL GAS DISTRICT
MIDTOWN IMPROVEMENT DISTRICT
MYRTLE CREEK IMPROVEMENT DISTRICT
NARCOOSSEE COMMUNITY DEVELOPMENT DISTRICT
ORANGE COUNTY HOUSING FINANCE AUTHORITY
ORANGE COUNTY LIBRARY SYSTEM
ORANGE COUNTY RESEARCH AND DEVELOPMENT AUTHORITY
Special District
41 Active
41
Organizations
ORANGE COUNTY SCHOOL DISTRICT
VALENCIA STATE COLLEGE
ORANGE COUNTY SCHOOL DISTRICT
VALENCIA STATE COLLEGE
ORANGE COUNTY SCHOOL DISTRICT
VALENCIA STATE COLLEGE
School District
2 Active
2
Organizations
100 NETWORK INC
8 WAVES CORPORATION
ABOUNDING HEALTH INC
ACCESSIBILITY CLINIC INC
ACQUIRE LEARNING CENTER INC
ACTS OF KINDNESS FOUNDATION INC
ADDENDUM 185 INC
ADI FOUNDATION INC
African Diasporic Arts and Education Inc
AFTER LIFE CONSULTING INC
ALEXANDER & JACQUELINE HOPE FOR LIFE INC
ALPHA AGAPE MINISTRIES INC
ALWAYS BESIDE YOU INC
Amateur Athletic Union of the United States
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
100 NETWORK INC
8 WAVES CORPORATION
ABOUNDING HEALTH INC
ACCESSIBILITY CLINIC INC
ACQUIRE LEARNING CENTER INC
ACTS OF KINDNESS FOUNDATION INC
ADDENDUM 185 INC
ADI FOUNDATION INC
African Diasporic Arts and Education Inc
AFTER LIFE CONSULTING INC
ALEXANDER & JACQUELINE HOPE FOR LIFE INC
ALPHA AGAPE MINISTRIES INC
ALWAYS BESIDE YOU INC
Amateur Athletic Union of the United States
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
100 NETWORK INC
8 WAVES CORPORATION
ABOUNDING HEALTH INC
ACCESSIBILITY CLINIC INC
ACQUIRE LEARNING CENTER INC
ACTS OF KINDNESS FOUNDATION INC
ADDENDUM 185 INC
ADI FOUNDATION INC
African Diasporic Arts and Education Inc
AFTER LIFE CONSULTING INC
ALEXANDER & JACQUELINE HOPE FOR LIFE INC
ALPHA AGAPE MINISTRIES INC
ALWAYS BESIDE YOU INC
Amateur Athletic Union of the United States
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization
462 Active
462
Organizations
Community Partners104 organizations
CITY OF BELLE ISLE
Municipal Government·BELLE ISLE
CITY OF EDGEWOOD
Municipal Government·EDGEWOOD
CITY OF OCOEE
Municipal Government·OCOEE
CITY OF WINTER GARDEN
Municipal Government·WINTER GARDEN
TOWN OF OAKLAND
Municipal Government·OAKLAND
TOWN OF WINDERMERE
Municipal Government·WINDERMERE
BOARD OF COUNTY COMMISSIONERS
Special District·ORLANDO
BOGGY CREEK IMPROVEMENT DISTRICT
Special District·ORLANDO
BONNET CREEK RESORT COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
EAST PARK COMMUNITY DEVELOPMENT DISTRICT
Special District·TALLAHASSEE
FALCON TRACE COMMUNITY DEVELOPMENT DISTRICT
Special District·TALLAHASSEE
GREENE WAY IMPROVEMENT DISTRICT
Special District·ORLANDO
KELLY PARK COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
MIDTOWN IMPROVEMENT DISTRICT
Special District·ORLANDO
MYRTLE CREEK IMPROVEMENT DISTRICT
Special District·ORLANDO
NARCOOSSEE COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
ORANGE COUNTY LIBRARY SYSTEM
Special District·ORLANDO
ORANGE COUNTY RESEARCH AND DEVELOPMENT AUTHORITY
Special District·ORLANDO
POITRAS EAST COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
RANDAL PARK COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
SHINGLE CREEK TRANSIT AND UTILITY COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
SOUTH SEMINOLE-NORTH ORANGE CO WASTEWATER TRANSMISSION AUTH
Special District·MAITLAND
URBAN ORLANDO COMMUNITY DEVELOPMENT DISTRICT
Special District·CORAL SPRINGS
VISTA LAKES CDD
Special District·ORLANDO
WEST ORANGE AIRPORT AUTHORITY
Special District·ORLANDO
WINTER GARDEN VILLAGE AT FOWLER GROVE COMMUNITY DEVELOPMENT DIST
Special District·ORLANDO
WINTER PARK HOUSING AUTHORITY
Special District·WINTER PARK
WORKFORCE CENTRAL FLORIDA
Special District·ORLANDO
100 NETWORK INC
Nonprofit Organization·WINTER GARDEN
8 WAVES CORPORATION
Nonprofit Organization·WINTER GARDEN
ABOUNDING HEALTH INC
Nonprofit Organization·WINTER GARDEN
ACCESSIBILITY CLINIC INC
Nonprofit Organization·Winter Garden
ACQUIRE LEARNING CENTER INC
Nonprofit Organization·Winter Garden
ACTS OF KINDNESS FOUNDATION INC
Nonprofit Organization·WINTER GARDEN
ADDENDUM 185 INC
Nonprofit Organization·WINTER GARDEN
ADI FOUNDATION INC
Nonprofit Organization·Winter Garden
African Diasporic Arts and Education Inc
Nonprofit Organization·Winter Garden
AFTER LIFE CONSULTING INC
Nonprofit Organization·Winter Garden
ALEXANDER & JACQUELINE HOPE FOR LIFE INC
Nonprofit Organization·WINTER GARDEN
ALPHA AGAPE MINISTRIES INC
Nonprofit Organization·WINTER GARDEN
ALWAYS BESIDE YOU INC
Nonprofit Organization·Winter Garden
Amateur Athletic Union of the United States
Nonprofit Organization·Lake Buena Vista
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Winter Garden
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Lake Buena Vista
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·LAKE BUENA VISTA
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Lake Buena Vista
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Lake Buena Vista
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·LAKE BUENA VISTA
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·LAKE BUENA VISTA
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·LAKE BUENA VISTA
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Lake Buena Vista
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Lake Buena Vista
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Lake Buena Vista
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·LAKE BUENA VISTA
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Lake Buena Vista
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Winter Garden
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Winter Garden
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Winter Garden
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Lake Buena Vista
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Lake Buena Vista
AMATEUR ATHLETIC UNION OF THE US INC
Nonprofit Organization·LAKE BUENA VISTA
AMERICAN ASSOCIATION OF SURGICAL PHYSICI
Nonprofit Organization·WINTER GARDEN
AMERICAN ASSOCIATION OF ZOO KEEPERS
Nonprofit Organization·Lake Buena Vista
AMERICAN CULINARY FEDERATION
Nonprofit Organization·WINTER GARDEN
AMERICAN LEGION
Nonprofit Organization·WINTER GARDEN
AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT
Nonprofit Organization·Winter Garden
AMON FAMILY FUNDINC
Nonprofit Organization·WINTER GARDEN
ANCLA USA INC
Nonprofit Organization·winter garden
AN CRIOS GREINE INC
Nonprofit Organization·WINTER GARDEN
ANDREWS PAWS FOR HOPE INC
Nonprofit Organization·WINTER GARDEN
ANGELS CARING EYES INC
Nonprofit Organization·Winter Garden
ANYTIME ALLSTARS INC
Nonprofit Organization·WINTER GARDEN
AQUATIC WORLD FOUNDATION INC
Nonprofit Organization·Winter Garden
ARK OF JESUS CHRIST DELIVERANCE MINISTRIES INC
Nonprofit Organization·WINTER GARDEN
Atwater Bay Elementary Pto
Nonprofit Organization·WINTER GARDEN
AUSOME WORLD FOUNDATION INC
Nonprofit Organization·Winter Garden
AUTHENTIC EXPLORATION MATTERS
Nonprofit Organization·Winter Garden
AUTISIM & RELATED DISS GYM PROGRAM
Nonprofit Organization·WINTER GARDEN