LIFEINVEST WEALTH MANAGEMENT, LTD of MIAMI, FL is an SEC-registered investment adviser (CRD 146966). Regulatory assets under management: $300.5M.
Compensation: % of AUM, Fixed, Other.
Clients served: High net worth, Pooled vehicles, Other.
| 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 | — |