Every new Florida business filing, every dayNew Wealth Management Businesses in Miami, FL
2 wealth management businesses recently registered in Miami, Florida.
Updated October 7, 2026 · Most recent business filing Nov 20, 2025
Every new Florida filing, every day
See how it worksAbout Wealth Management Businesses in Miami
This page lists new wealth management businesses registered in Miami, Florida. We currently track 2, sourced directly from the Florida Division of Corporations and refreshed daily as new wealth management companies file.
Recent additions include LifeInvest Wealth Management and CI Private Wealth. The most recent wealth management business filing was on Nov 20, 2025.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Miami, this is one of the freshest prospect lists in the market.
All Filings
LifeInvest Wealth Management
Nov 20, 2025LifeInvest Wealth Management is a financial services firm based in Miami, Florida, offering wealth management and investment advisory services. The website mentions a CEO with a background in economics and management, and the firm is located at 1110 Brickell Ave. The business appears to serve clients seeking investment and financial planning.
CI Private Wealth
Jan 13, 2023The LLC is managed by Cipw Holdings, LLC, and its principal address is in Miami, FL, but the website's contact info suggests Canadian operations, likely a multi-jurisdictional firm.
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