Lifeinvest Wealth Management Employee Directory

Financial ServicesFlorida, United States11-50 Employees

LifeInvest Wealth Management is a highly specialized private banking, investment and advisory firm. LifeInvest was established in 2007 by a group of professionals with more than 25 years of experience in the financial markets.

Headquartered in Miami, LifeInvest offers private banking and wealth management to help you attain your financial goals.

We deliver a robust and comprehensive product portfolio based on years of experience in the international financial markets. All our products are backed by our personal commitment to attain your financial goals.

Your investment decisions will be managed and monitored by the team of wealth management specialists assigned specifically to work with you and clearly define your investment parameters and strategy. Your advisor will keep close contact with you and provide new investment ideas and tailored solutions consistent with your financial goals.

With our advisory service, you will be assisted by a team of investment specialists, who will advise you on your investment decisions but you have total control of the portfolio. With this approach you will have our input on a whole range of investment products, and you will have an active role in the day to day management of your portfolio.

Find Lifeinvest Wealth Management employees' phone numbers or email addresses

Lifeinvest Wealth Management Global Highlights

Location
Employees

North America
19

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  • United States Of America
    12
  • Panama
    6
  • Mexico
    1

South America
9

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  • Venezuela
    9

Europe
3

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  • Spain
    2
  • Italy
    1

Lifeinvest Wealth Management's Leadership

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    D. G. S. D.
    Head Trader
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    V. S.
    Managing Director
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  • Stylized image of a person
    D. A.
    Md Investment Advisor
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  • Stylized image of a person
    G. O.
    Director
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  • Stylized image of a person
    A. D. L. B.
    Director
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    J. O.
    Associate Manager
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  • Stylized image of a person
    M. A.
    Investment Research Trainee
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    M. E. O. Z.
    Asesor Legal Externo
    Phone icon

Lifeinvest Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Legal
  • Accounting
  • Other

Contact profiles from Lifeinvest Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. G. S. D.
    Head Trader
    Phone icon
    Panama
    Jan 31, 2024
  • Stylized image of a person
    V. S.
    Managing Director
    Phone icon
    United StatesFlorida
    Jan 30, 2026
  • Stylized image of a person
    D. A.
    Md Investment Advisor
    Phone icon
    Venezuela
    Jan 30, 2026
  • Stylized image of a person
    G. O.
    Director
    Phone icon
    Jan 30, 2026
  • Stylized image of a person
    A. D. L. B.
    Director
    Phone icon
    Venezuela
    Sep 11, 2024
  • Stylized image of a person
    J. O.
    Associate Manager
    Phone icon
    United StatesFlorida
    Oct 17, 2024
  • Stylized image of a person
    M. A.
    Investment Research Trainee
    Phone icon
    United StatesNew York
    Jun 06, 2025
  • Stylized image of a person
    M. E. O. Z.
    Asesor Legal Externo
    Phone icon
    United StatesFlorida
    Mar 06, 2026
  • Stylized image of a person
    N. H.
    Investment Advisor
    Phone icon
    Venezuela
    Mar 23, 2026
  • Stylized image of a person
    J. S.
    Foreign Investment Advisor En Lifeinvest Wealth Management
    Phone icon
    Venezuela
    Jan 30, 2026

Frequently Asked Questions

What is Lifeinvest Wealth Management known for?

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Lifeinvest Wealth Management was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 1110 Brickell Avenue Suite 210-a Miami, Florida United States; you can contact the main corporate office by phone at . Explore Lifeinvest Wealth Management's company overview page for more information.

What is Lifeinvest Wealth Management's most common email format?

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Lifeinvest Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lifeinvest Wealth Management email formats with LeadIQ.

How many employees does Lifeinvest Wealth Management have currently?

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Lifeinvest Wealth Management has approximately 31 employees as of March 2026. These team members are located across 3 continents, including North AmericaSouth AmericaEurope.

Who are Lifeinvest Wealth Management's key employees and leadership?

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As of March 2026, Lifeinvest Wealth Management's key employees include:

  • Head Trader: D. G. S. D.
  • Managing Director: V. S.
  • Md Investment Advisor: D. A.
  • Director: G. O.
  • Director: A. D. L. B.

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