Wealth For Life, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,141,040
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
25
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$845,642
About
Wealth For Life, LLC provides discretionary portfolio management to individuals and high‑net‑worth individuals, preparing individualized Investment Policy Statements and conducting ongoing portfolio monitoring and reporting. The single‑advisor firm reports about $21.1 million in assets under management across roughly 25 client accounts.
The firm employs a mix of analytical methods — including charting, cyclical and technical analysis, fundamental and quantitative analysis, and modern portfolio theory — and pursues a long‑term trading approach using mutual funds, equities, fixed income and ETFs. Accounts are generally managed on a discretionary basis with quarterly reviews and documentation of client risk tolerance and objectives.
Notable features in the brochure include that the principal is also a licensed insurance agent who may receive outside compensation for insurance sales, a potential conflict of interest the firm says it discloses and monitors, and that the principal remains registered with another advisory firm to facilitate client transitions. The firm’s client roster is limited to individuals and high‑net‑worth individuals rather than a broader non‑HNW retail segment, and the brochure notes operational details such as not aggregating trades for multiple clients and use of Schwab Institutional custody and related services.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Main office location
Wealth For Life, LLC
Peoria AZ, United States
Number of offices
1
Most active in
Wealth For Life, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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