Lifeinvest Wealth Management, Ltd
- Regulatory AUM
- $301M
- Discretionary
- $160M
- Clients
- 261
- Avg AUM / client
- $1.2M
- Accounts
- 343
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 207 | $54.4M | 18.1% |
| High net worth individuals | 53 | $245M | 81.5% |
| Other | 1 | $1.1M | 0.38% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Osio Zamora, Gabriel | Chairman Of The Board | Jul 2012 (14y) | 25% – 50% | |
| Christian Ramirez | Chief Compliance Officer | May 2018 (8y) | Less than 5% | |
| Juan Carlos Carvallo | President Chief Executive Officer / Chief Operating Officer | Oct 2019 (7y) | 25% – 50% | |
| Monica Piera Calabrese | Secretary | Oct 2019 (7y) | Less than 5% | |
| Rangel Aguilera, Ernesto | Vice President, Chief Financial Officer | Oct 2019 (7y) | 25% – 50% | |
| Marilo Fernandez Gonzalez | Registered representative | Sep 2018 (8y) | ||
| Gioconda Del Carmen Bolinches Sebastiani | Registered representative | Feb 2022 (4y) | ||
| Victor Manuel Rafael Silva Ricci | Registered representative | Nov 2022 (4y) | ||
| Asdrubal Jose Rivas Rojas | Registered representative | Nov 2024 (2y) | ||
| Angel David Alayon | Registered representative | Apr 2025 (1y) | ||
| Juan Rodrigo Carvallo | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • CONSULTING SERVICES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Lifeinvest Asset Management $202M (47% of AUM) Mar 2021
- Pershing $173M (58% of AUM) Mar 2026
- Merrill Lynch $53.6M (18% of AUM) Mar 2026
- Interactive Brokers $39.6M (13% of AUM) Mar 2026
- Efg Bank Ag $38.5M (9% of AUM) Dec 2021
- Union Bancaire Privee, Ubp S.A. $34.9M (11% of AUM) Oct 2023
- Banco Santander $18.7M (5% of AUM) Oct 2018
- Julius Baer Group Ltd $18.3M (5% of AUM) Oct 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗