Lifeinvest Wealth Management Employee Directory

Financial ServicesFlorida, United States11-50 Employees

LifeInvest Wealth Management is a private banking, investment, and advisory firm founded in 2007 and headquartered in Miami, Florida. The company emphasizes a highly specialized approach to wealth management, offering a broad product portfolio supported by professionals with extensive experience in international financial markets. Its services include private banking and wealth management, with a team of wealth management specialists who tailor investment parameters and strategy for individual clients, maintaining close contact to propose new ideas and tailored solutions. The advisory service enables clients to retain control of their portfolios while receiving guidance across a range of investment products, effectively supporting active day-to-day management by the client with expert input. Operating within the financial services sector, LifeInvest targets clients seeking personalized investment strategies and ongoing oversight to align with their financial goals at a private banking level.

Find Lifeinvest Wealth Management employees' phone numbers or email addresses

Lifeinvest Wealth Management Global Highlights

Location
Employees

North America
20

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  • United States Of America
    13
  • 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

  • Stylized image of a person
    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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    G. O.
    Director
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    A. D. L. B.
    Director
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    J. O.
    Associate Manager
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  • Stylized image of a person
    I. Q.
    Consultor Senior
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  • Stylized image of a person
    M. A.
    Investment Research Trainee
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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
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    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
    Apr 17, 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
    I. Q.
    Consultor Senior
    Phone icon
    Panama
    Jan 30, 2026
  • 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
    May 30, 2026
  • Stylized image of a person
    N. H.
    Investment Advisor
    Phone icon
    Venezuela
    May 12, 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 33131 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 30 employees as of June 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 June 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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