Chief Compliance Officer · Lifeinvest Wealth Management, LTD
Christian Ramirez
CRD 6546821 · Named on Form ADV at one SEC-registered adviser
At a glance
Lifeinvest Wealth Management, LTD, an SEC-registered wealth manager based in Miami, FL with $301 million in regulatory assets, lists Christian Ramirez on its Form ADV as Chief Compliance Officer.
Firms and roles
- Lifeinvest Wealth Management, LTDChief Compliance OfficerWealth manager · Miami, FL · $301M in regulatory assets
AtlasMembers
Christian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gabriel Osio ZamoraChairman of the Board, Lifeinvest Wealth Management, LTD
- Ernesto Rangel AguileraVice President, Chief Financial Officer, Lifeinvest Wealth Management, LTD
- Juan C. CarvalloPresident Chief Executive Officer / Chief Operating Officer, Lifeinvest Wealth Management, LTD
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.