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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE LIFE WEALTH GROUP

LIFEWEALTH INVESTMENTS, LLC, CRD 332978

WINTER GARDEN, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d7ae239d-c00e-c905-55f7-9755ec079db4

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 8
On other graphs: 0
Observed: Sep 18, 2024 to Mar 30, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=9.0
Regulatory AUM: $491MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $491M
Private client RAUM: $445MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $61.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,531
Individual clients: 362
High net worth clients: 104
SEC number: 801-131318
CRD: 332978
Filings on the tape: 7
First filed: Sep 18, 2024
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, FL
Website: thelifewealthgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRADLEY JAMES BUSBIN	Certified Financial Planner	WINTER GARDEN, FL	1	20	5	yes
Hilton Lamprecht	n/a	WINTER GARDEN, FL	1	15	1	yes
HILGARDT WILHELM LAMPRECHT	Certified Financial Planner	WINTER GARDEN, FL	1	28	3	yes
Luis Felipe Pinto	n/a	WINTER GARDEN, FL	1	15	2	yes
Josiah Jazwa	n/a	WINTER GARDEN, FL	1	14	2	yes
Richard Paul Sampson	Certified Financial Planner	WINTER GARDEN, FL	0	10	n/a	yes
Austin Wallace	n/a	WINTER GARDEN, FL	0	10	1	yes
FRANCIS ST AMAND	n/a	WINTER GARDEN, FL	0	16	5	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LAMPRECHT, HILGARDT, WILHELM	PRINCIPAL OWNER	E	yes	09/2024	Sep 18, 2024	Oct 25, 2024
LAMPRECHT, HILGARDT, WILHELM	CHIEF EXECUTIVE OFFICER	Na	yes	09/2024	Sep 18, 2024	Oct 25, 2024
LAMPRECHT, JANICE, CHRISTINE	CHIEF OPERATIONS OFFICER	Na	yes	09/2024	Sep 18, 2024	Oct 25, 2024
SIGNIFICANT WEALTH MANAGEMENT, INC.	OWNING COMPANY	E	yes	09/2024	Sep 18, 2024	Oct 25, 2024
PAYNE, CHRISTOPHER, LEE	CHIEF COMPLIANCE OFFICER	Na	no	10/2024	Oct 25, 2024	Oct 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SIGNIFICANT WEALTH MANAGEMENT	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$491M	$491M	22	9	0	n/a	n/a
2024	Feb 14, 2025	$178M	$176M	16	9	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	2	0	25.0%	1	1	0	11	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$491M	$178M	176.1%	n/a	n/a	22	16	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AE WEALTH MANAGEMENT, LLC	7	May 1, 2025	Dec 16, 2024	WINTER GARDEN, FL	Team lift out	Ibd to RIA	1.7%
AE WEALTH MANAGEMENT, LLC	2	May 1, 2025	Dec 16, 2024	TOPEKA, KS	Team lift out	Ibd to RIA	0.5%

Relationships

Registered with (12)

← FRANCIS ST AMANDAdvisorregistration: current employment
Jul 14, 2026 to presentfactForm ADV
← Austin WallaceAdvisorregistration: current employment
Jun 16, 2026 to presentfactForm ADV
← Richard Paul SampsonAdvisorregistration: current employment
Feb 26, 2026 to presentfactForm ADV
← Josiah JazwaAdvisorregistration: current employment
Dec 16, 2024 to presentfactForm ADV
← Luis Felipe PintoAdvisorregistration: current employment
Nov 25, 2024 to presentfactForm ADV
← HILGARDT WILHELM LAMPRECHTAdvisorregistration: current employment
Nov 21, 2024 to presentfactForm ADV
← BRADLEY JAMES BUSBINAdvisorregistration: current employment
Nov 20, 2024 to presentfactForm ADV
← Hilton LamprechtAdvisorregistration: current employment
Nov 20, 2024 to presentfactForm ADV
← Alexander TriskaAdvisorregistration: previous registration
Nov 20, 2024 to Jul 12, 2026factForm ADV
← Joseph Anthony ContinelliAdvisorregistration: previous registration
Nov 20, 2024 to Apr 8, 2026factForm ADV
← Shane SpenceAdvisorregistration: previous registration
Dec 16, 2024 to Sep 12, 2025factForm ADV
← Brian YoungsAdvisorregistration: previous registration
Nov 20, 2024 to Aug 8, 2025factForm ADV

Moved with (1)

← AE WEALTH MANAGEMENT, LLCRegistered adviser6 advisors, team lift out, same day
May 1, 2025 to Dec 16, 2024factForm ADV

Controls (3)

← LAMPRECHT, HILGARDT, WILHELMOwnerPRINCIPAL OWNER, ownership code E, individual
Sep 18, 2024 to Oct 25, 2024factForm ADV
← LAMPRECHT, JANICE, CHRISTINEOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Sep 18, 2024 to Oct 25, 2024factForm ADV
← SIGNIFICANT WEALTH MANAGEMENT, INC.OwnerOWNING COMPANY, ownership code E, domestic entity
Sep 18, 2024 to Oct 25, 2024factForm ADV

Owns (1)

← PAYNE, CHRISTOPHER, LEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 25, 2024 to Oct 25, 2024factForm ADV

Dated events

Occurred
Jul 12, 2026
Advisor changed firm
Alexander Triska left The Life Wealth Group for Lpl Financial Llc (registered 2026-07-23)
Form ADVobserved 5 days ago
Occurred
Apr 8, 2026
Advisor changed firm
Joseph Anthony Continelli left The Life Wealth Group for Schwab Wealth Advisory, Inc. (registered 2026-07-29)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2026
Regulatory AUM changed
The Life Wealth Group reported RAUM $490.6M, up 176% from $177.7M (2025-07-11 to 2026-03-30)
Form ADVobserved 5 days ago
$313M
Occurred
Sep 12, 2025
Advisor changed firm
Shane Spence left The Life Wealth Group for Schwab Wealth Advisory, Inc. (registered 2025-10-17)
Form ADVobserved 5 days ago
Occurred
Aug 8, 2025
Advisor changed firm
Brian Youngs left The Life Wealth Group for Lpl Financial Llc (registered 2025-08-12)
Form ADVobserved 5 days ago
Occurred
May 1, 2025
Team lift-out
6 advisors left AE Wealth Management, LLC (Winter Garden, FL) for The Life Wealth Group on the same day
Form ADVobserved 4 days ago
6 advisors
Occurred
May 1, 2025
Team lift-out
3 advisors left AE Wealth Management, LLC (Topeka, KS) for The Life Wealth Group on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Sep 18, 2024
First Form ADV filing
The Life Wealth Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d7ae239d-c00e-c905-55f7-9755ec079db4
First observed: Sep 18, 2024
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE LIFE WEALTH GROUP

LIFEWEALTH INVESTMENTS, LLC, CRD 332978

WINTER GARDEN, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d7ae239d-c00e-c905-55f7-9755ec079db4

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRADLEY JAMES BUSBIN

Certified Financial Planner

WINTER GARDEN, FL

yes

Hilton Lamprecht

n/a

WINTER GARDEN, FL

yes

HILGARDT WILHELM LAMPRECHT

Certified Financial Planner

WINTER GARDEN, FL

yes

Luis Felipe Pinto

n/a

WINTER GARDEN, FL

yes

Josiah Jazwa

n/a

WINTER GARDEN, FL

yes

Richard Paul Sampson

Certified Financial Planner

WINTER GARDEN, FL

n/a

yes

Austin Wallace

n/a

WINTER GARDEN, FL

yes

FRANCIS ST AMAND

n/a

WINTER GARDEN, FL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LAMPRECHT, HILGARDT, WILHELM

PRINCIPAL OWNER

yes

09/2024

Sep 18, 2024

Oct 25, 2024

LAMPRECHT, HILGARDT, WILHELM

CHIEF EXECUTIVE OFFICER

yes

09/2024

Sep 18, 2024

Oct 25, 2024

LAMPRECHT, JANICE, CHRISTINE

CHIEF OPERATIONS OFFICER

yes

09/2024

Sep 18, 2024

Oct 25, 2024

SIGNIFICANT WEALTH MANAGEMENT, INC.

OWNING COMPANY

yes

09/2024

Sep 18, 2024

Oct 25, 2024

PAYNE, CHRISTOPHER, LEE

CHIEF COMPLIANCE OFFICER

10/2024

Oct 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SIGNIFICANT WEALTH MANAGEMENT

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$491M

n/a

2024

Feb 14, 2025

$178M

$176M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$491M

$178M

176.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AE WEALTH MANAGEMENT, LLC

May 1, 2025

Dec 16, 2024

WINTER GARDEN, FL

Team lift out

Ibd to RIA

1.7%

AE WEALTH MANAGEMENT, LLC

May 1, 2025

Dec 16, 2024

TOPEKA, KS

Team lift out

Ibd to RIA

0.5%