Lifeinvest Wealth Management Ltd
Legal Name: LIFEINVEST WEALTH MANAGEMENT, LTD
Full Contact Details
Other Info
Lifeinvest Wealth Management Ltd is legally known as LIFEINVEST WEALTH MANAGEMENT, LTD. It is a DE Other (specify). This firm has 14 employees, of which 10 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 29, 2009.
Direct Owners
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CHRISTIAN RAMIREZ
CHIEF COMPLIANCE OFFICER owns less than 5%
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ERNESTO RANGEL AGUILERA
M.D BUSINESS PRODUCT DEVELOPMENT owns more than 25% but less than 50%
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GABRIEL OSIO ZAMORA
CHAIRMAN owns more than 25% but less than 50%
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JUAN CARLOS CARVALLO
CHIEF INVESTMENT OFFICER / CHIEF OPERATING OFFICER owns more than 25% but less than 50%
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MONICA PIERA CALABRESE
M.D RELATIONSHIP MANAGER owns less than 5%