Lifewealth Investments, Llc
- Regulatory AUM
- $491M
- Discretionary
- $491M
- Clients
- 544
- Avg AUM / client
- $902K
- Accounts
- 1,531
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 362 | $139M | 28.3% |
| High net worth individuals | 104 | $307M | 62.5% |
| Pension and profit sharing plans | 5 | $5.8M | 1.18% |
| Corporations and other businesses | 73 | $39.3M | 8.01% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hilgardt Wilhelm Lamprecht | Chief Executive Officer | CFP | Sep 2024 (2y) | ≈ 56.25% – 100% via Significant Wealth Management, Inc. |
| Lamprecht, Janice, Christine | Chief Operations Officer | Sep 2024 (2y) | Less than 5% | |
| Payne, Christopher, Lee | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Bradley James Busbin | Registered representative | CFP | Nov 2024 (2y) | |
| Hilton Lamprecht | Registered representative | Nov 2024 (2y) | ||
| Luis Felipe Pinto | Registered representative | Nov 2024 (2y) | ||
| Josiah Jazwa | Registered representative | Dec 2024 (2y) | ||
| Richard Paul Sampson | Registered representative | CFP | Feb 2026 (0y) | |
| Austin Wallace | Registered representative | Jun 2026 (0y) | ||
| Francis St Amand | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Significant Wealth Management, Inc. | Owning Company | Sep 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hilgardt Wilhelm Lamprecht: 75% – 100% of Significant Wealth Management, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 03/30/2026 | 1.01 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $486M (99% of AUM) Mar 2026
- Charles Schwab & Co. $4.9M (1% of AUM) Mar 2026
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 30, 2026.
View current Form ADV (SEC/IAPD) ↗