DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

The Life Wealth Group

Independent wealth managerWinter Garden, FloridaCRD 332978SEC 801-131318websiteIAPD
Legal name Lifewealth Investments, LLC
Latest filing Mar 30, 2026
First filing on the tape Sep 18, 2024 · 7 filings
SEC status approved since Oct 18, 2024
RAUM
$491M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
91%
$445M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$61.3M
derived; firm RAUM over IAPD count
Employees
22
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$491M as of Mar 30, 2026
Feb 14, 2025$178M then
HNW client RAUM$307M as of Mar 30, 2026
Feb 14, 2025$167M then
State-registered IARs (5.B.3)9 as of Mar 30, 2026
Feb 14, 20259 then
Employees (5.A)22 as of Mar 30, 2026
Feb 14, 202516 then
Private funds: no history
RAUM +176% over the last fiscal yearIARs 9 to 9
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$61.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
58derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.9MderivedHNW RAUM over HNW clients
Average account
$320,440derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.8derivedItem 5.A over advisors
Advisors per office
8.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+176%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+566%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$307M63%
  • Individuals$139M28%
  • Corporations and businesses$39.3M8.0%
  • Pension and profit-sharing plans$5.8M1.2%
Individual clients
362reported
HNW clients
104reported
Pension plan clients
5reported
Charitable clients
n/areported
Accounts
1,531reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.91 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=9.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Hilton LamprechtWinter Garden, FlNov 20, 202415 y1
Bradley James BusbinCertified Financial PlannerWinter Garden, FlNov 20, 202420 y5
Hilgardt Wilhelm LamprechtCertified Financial PlannerWinter Garden, FlNov 21, 202428 y3
Luis Felipe PintoWinter Garden, FlNov 25, 202415 y2
Josiah JazwaWinter Garden, FlDec 16, 202414 y2
Richard Paul SampsonCertified Financial PlannerWinter Garden, FlFeb 26, 202610 y0
Austin WallaceWinter Garden, FlJun 16, 202610 y1
Francis St AmandWinter Garden, FlJul 14, 202616 y5
Advisor movement
2 left, 2 joined in 12 months
net 0 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 25% of current headcount4 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Wilhelm Hilgardt Lamprecht · Chief Executive Officercontrol
      since 09/2024 · owns less than 5%
    • Christine Janice Lamprecht · Chief Operations Officercontrol
      since 09/2024 · owns less than 5%
    • Wilhelm Hilgardt Lamprecht · Principal Ownercontrol
      since 09/2024 · owns 75% or more of Significant Wealth Management, Inc.
    • Lee Christopher Payne · Chief Compliance Officer
      since 10/2024 · owns less than 5%
    Entity owners
    • Significant Wealth Management, Inc. · Owning Company
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    • Significant Wealth Management
      real estatey
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Winter Garden, Fl · principal832
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    ADV anomalies
    3 against comparable advisers; where to look, not conclusions
    • account count surgeChange between filings · filing Mar 30, 2026
      accounts (Item 5.F.2.f) moved from 314.0 to 1,531.0 (+388.0%) between the annual amendments of 2025-02-14 and 2026-03-30; the peer median change was +5.0% (3688 comparable advisers, 100.0th percentile of changes)
      peers: independent wealth managers, $100M to $500M (3,688) · 100% percentile
    • HNW share shiftChange between filings · filing Mar 30, 2026
      HNW share of RAUM moved from 94.0% to 63.0% between the annual amendments of 2025-02-14 and 2026-03-30
      peers: independent wealth managers, $100M to $500M (5,676)
    • RAUM up 50 %Change between filings · filing Mar 30, 2026
      RAUM (Item 5.F) moved from $177,712,580 to $490,593,143 (+176.0%) between the annual amendments of 2025-02-14 and 2026-03-30; the peer median change was +15.0% (4551 comparable advisers, 100.0th percentile of changes)
      peers: independent wealth managers, $100M to $500M (4,551) · 100% percentile
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 314 to 1,531
      Jul 11, 2025 to Mar 30, 2026
    • BD registered reps · 7 to 9
      Jul 11, 2025 to Mar 30, 2026
    • Corporate clients · 5 to 73
      Jul 11, 2025 to Mar 30, 2026
    • HNW clients · 50 to 104
      Jul 11, 2025 to Mar 30, 2026
    • Individual clients · 20 to 362
      Jul 11, 2025 to Mar 30, 2026
    • Pension plan clients · unset to 5.0
      Jul 11, 2025 to Mar 30, 2026
    • Employees · 16 to 22
      Jul 11, 2025 to Mar 30, 2026
    • Discretionary RAUM · $176M to $491M
      Jul 11, 2025 to Mar 30, 2026
    • HNW RAUM · $167M to $307M
      Jul 11, 2025 to Mar 30, 2026
    • Individual RAUM · $2.2M to $139M
      Jul 11, 2025 to Mar 30, 2026
    • Non-discretionary RAUM · $1.8M to $0
      Jul 11, 2025 to Mar 30, 2026
    • Pension RAUM · $3.8M to $5.8M
      Jul 11, 2025 to Mar 30, 2026
    • RAUM · $178M to $491M
      Jul 11, 2025 to Mar 30, 2026
    • Financial planning clients · 1-10 to 1-10
      May 6, 2025 to Jul 11, 2025
    • Accounts · 0 to 314
      Oct 25, 2024 to Feb 14, 2025
    • Advisory employees · 0 to 9
      Oct 25, 2024 to Feb 14, 2025
    • BD registered reps · 0 to 7
      Oct 25, 2024 to Feb 14, 2025
    • Corporate clients · unset to 5.0
      Oct 25, 2024 to Feb 14, 2025
    • HNW clients · unset to 50.0
      Oct 25, 2024 to Feb 14, 2025
    • Individual clients · unset to 20.0
      Oct 25, 2024 to Feb 14, 2025
    • Employees · 0 to 16
      Oct 25, 2024 to Feb 14, 2025
    • Insurance-licensed employees · 0 to 9
      Oct 25, 2024 to Feb 14, 2025
    • Financial planning clients · 0 to 1-10
      Oct 25, 2024 to Feb 14, 2025
    • State-registered IARs · 0 to 9
      Oct 25, 2024 to Feb 14, 2025
    • Discretionary RAUM · $0 to $176M
      Oct 25, 2024 to Feb 14, 2025
    • HNW RAUM · unset to 167235002.0
      Oct 25, 2024 to Feb 14, 2025
    • Individual RAUM · unset to 2183006.0
      Oct 25, 2024 to Feb 14, 2025
    • Non-discretionary RAUM · $0 to $1.8M
      Oct 25, 2024 to Feb 14, 2025
    • Pension RAUM · unset to 3771374.0
      Oct 25, 2024 to Feb 14, 2025
    • RAUM · $0 to $178M
      Oct 25, 2024 to Feb 14, 2025
    Signals
    8 dated events
    • Alexander Triska left The Life Wealth Group for Lpl Financial Llc (registered 2026-07-23)
      Jul 12, 2026 · Advisor changed firm · fact
    • Joseph Anthony Continelli left The Life Wealth Group for Schwab Wealth Advisory, Inc. (registered 2026-07-29)
      Apr 8, 2026 · Advisor changed firm · fact
    • The Life Wealth Group reported RAUM $490.6M, up 176% from $177.7M (2025-07-11 to 2026-03-30)
      Mar 30, 2026 · RAUM change · derived
    • Shane Spence left The Life Wealth Group for Schwab Wealth Advisory, Inc. (registered 2025-10-17)
      Sep 12, 2025 · Advisor changed firm · fact
    • Brian Youngs left The Life Wealth Group for Lpl Financial Llc (registered 2025-08-12)
      Aug 8, 2025 · Advisor changed firm · fact
    • 6 advisors left AE Wealth Management, LLC (Winter Garden, FL) for The Life Wealth Group on the same day
      May 1, 2025 · Team lift-out · derived
    • 3 advisors left AE Wealth Management, LLC (Topeka, KS) for The Life Wealth Group on the same day
      May 1, 2025 · Team lift-out · derived
    • The Life Wealth Group filed its initial SEC registration (Form ADV)
      Sep 18, 2024 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    407-299-4129reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    407-299-7128reportedpublished by the firm, firm site, Sep 15, 2026
    Firm profile
    linkedin.com/company/the-lifewealth-groupreportedpublic record, Form ADV, Sep 17, 2026
    Website
    thelifewealthgroup.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    407-299-4129reportedpublic record, Form ADV, Mar 30, 2026
    Team page
    thelifewealthgroup.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $61.3Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026