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LIFE MOVES WEALTH MANAGEMENT
LIFE MOVES WEALTH MANAGEMENT, LLC
CRD 321261
20715 N. PIMA ROAD SUITE 108, SCOTTSDALE, AZ, 85255, United States
Phone
602-223-1801
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.5M
Discretionary AUM
$15.4M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsESTATE PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $10.6M |
| High net worth individuals | 8 | $4.9M |
| Corporations/business entities | 1 | $1K |
All web addresses on file
Official SEC filing: View on IAPD