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Life Wealth Management Incorporated (Valencia)


Life Wealth Management Incorporated is an adviser based in Valencia. It manages $19.54 million of regulatory assets for 231 client accounts. It has been registered with the SEC as an adviser since 2007.

Life Wealth Management Incorporated provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Life Wealth Management Incorporated: assets under management

The assets under management (AUM) of Life Wealth Management Incorporated is $19.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.57 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Life Wealth Management Incorporated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Valencia

The principal office where Life Wealth Management Incorporated performs its advisory services is located at 27441 Tourney Road, Suite 240, Valencia, CA 91355, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-590-5433 or by fax 661-294-6960. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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