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LIFEFIRST WEALTH, LLC

CRD 331242

Visit website

4100 MARKET STREET SW, SUITE 100, PMB #1294, HUNTSVILLE, AL, 35808, United States

Phone

256-207-8008

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$4.3M

Discretionary AUM

$4.3M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals2$1.1M
High net worth individuals1$3.2M

All web addresses on file

Official SEC filing: View on IAPD