# LIFEINVEST WEALTH MANAGEMENT, LTD

LIFEINVEST WEALTH MANAGEMENT, LTD of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 146966
- Type: SEC-registered investment adviser
- SEC file number: 801-69869
- Location: 1110 BRICKELL AVENUE, SUITE 210-A, MIAMI, FL, 33131-3136
- Phone: 786-523-0500
- Latest filing: 2026-03-09
- Regulatory AUM: $300.5M
- Discretionary AUM: $160.2M
- Non-discretionary AUM: $140.3M
- Clients: 11
- Accounts: 343

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Gabriel Osio Zamora | CHAIRMAN OF THE BOARD | — |
| Ernesto Rangel Aguilera | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| Juan Carlos Carvallo | PRESIDENT CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | — |
| Christian Ramirez | CHIEF COMPLIANCE OFFICER | — |
| Monica Piera Calabrese | SECRETARY | — |
| CARVALLO JUAN CARLOS | CHIEF INVESTMENT OFFICER / CHIEF OPERATING OFFICER; PRESIDENT CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER; PRESIDENT CHIEF INVESTMENT OFFICER / CHIEF OPERATING OFFICER (+1 more) | — |
| CALABRESE MONICA PIERA | CHIEF COMPLIANCE OFFICER-SECRETARY AND VICE PRESIDENT OF SALES; M.D RELATIONSHIP MANAGER; SECRETARY (+1 more) | — |
| OSIO ZAMORA GABRIEL | CEO; CHAIRMAN; CHAIRMAN OF THE BOARD (+2 more) | — |
| RANGEL AGUILERA ERNESTO | M.D BUSINESS DEVELOPMENT; M.D BUSINESS PRODUCT DEVELOPMENT; SHAREHOLDER (+1 more) | — |
| RIVASES LUIS | CHIEF COMPLIANCE OFFICER | — |
| YAMIN JESUS QUINTERO | DIRECTOR; PRESIDENT; SHAREHOLDER | — |
| GONZALES JOSE EUGENIO | SHAREHOLDER; TREASURER; VICE PRESIDENT | — |
| BOZO COHEN ALFREDO ENRIQUE | MANAGING DIRECTOR OF SALES | — |
| RAMIREZ CHRISTIAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146966/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146966/similar
- Related entities: https://search.stillhousedata.com/firm/146966/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146966

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.