


The LifeWealth Group Revenue
Financial Services • Winter Garden, Florida, United States • 21-50 Employees
The LifeWealth Group revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $131,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Key Contacts at The LifeWealth Group
Hilgardt Lamprecht
Owner/ President/ Financial Advisor
Susan Collins
Director Of Marketing
Michelle Bajdas
Chief Compliance Officer / Chief Technology Officer
Jeff Elhoffer
Director Of Marketing
Company overview
| Headquarters | 270 W Plant St, Suite 240, Winter Garden, Florida 34787, US |
| Phone number | +14072994129 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Wealth Management, Disability, Long Term Care, Business Succession, Life Coaching, Financial Planning, Estate Planning, Retirement, Advanced Planning, Divorce Financial Analyst, Tactical Asset Management, Second Opinion Service, Insurance (Life |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
The LifeWealth Group Email Formats
The LifeWealth Group uses 2 email formats. The most common is {first initial} (e.g., j@lifewealthgroup.com), used 68.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lifewealthgroup.com | 68.8% |
{first name} | john@lifewealthgroup.com | 31.2% |
About The LifeWealth Group
We are changing the definition of Wealth Management, one family at a time. At The LifeWealth Group, we offer a comprehensive approach to financial planning, incorporating your dreams as well as your financial goals. From there, we can build a customized plan that aims to help you achieve those dreams, bringing in a suite of services to guide you through each piece of your plan. LifeWealth Investments, LLC d/b/a The LifeWealth Group (“LWG”) is a Registered Investment Adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching our firm name. ADV Form 2B is available upon request. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC ("MAS"), member FINRA/SIPC. MAS, LWG, and SWM are not affiliated companies. Insurance products are offered through the affiliated insurance business Significant Wealth Management, LLC (“SWM”) d/b/a The LifeWealth Group. SWM is not a registered investment adviser. The insurance products offered by SWM are not subject to Investment Adviser requirements. The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. The LifeWealth Group cannot guarantee the accuracy of information from third parties.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
The LifeWealth Group has 10 employees across 5 departments.
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Number of employees
Funding Data
The LifeWealth Group has never raised funding before.
The LifeWealth Group Tech Stack
Discover the technologies and tools that power The LifeWealth Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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