Tech stack
No one at Lifeinvest Wealth Management, LTD has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Pershing
Per Form ADV · $242M held · filed Oct 2024
Merrill
Per Form ADV · $44M held · filed Oct 2024
Interactive Brokers
Per Form ADV · $40M held · filed Oct 2024