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AW

Austin Wallace

THE LIFE WEALTH GROUP
WINTER GARDEN, FL 34787
Some features on this profile are disabled
CRD#: 7368765
AW
Austin WallaceTHE LIFE WEALTH GROUP

Professional summary

Austin Wallace, who also goes by Austin Francis Wallace, is a registered financial advisor currently at THE LIFE WEALTH GROUP located in Winter Garden, Florida and MADISON AVENUE SECURITIES, LLC located in Winter Garden, Florida.

Austin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Austin has worked at 4 firms and has passed the Series 65, Series 6TO and SIE exams.

Aliases

Austin Francis Wallace

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Wallace's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 16, 2026 - Present

THE LIFE WEALTH GROUP

Office #1: 270 W. Plant Street Ste. 240, Winter Garden, FL 34787
RIA
CRD#: 332978
WINTER GARDEN, FL
Current

June 1, 2026 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 270 W. Plant St. Suite 240, Winter Garden, FL 34787
RIA
BD
CRD#: 23224
Winter Garden, FL
Past

June 15, 2021 - May 28, 2026

TRINITY WEALTH SECURITIES, L.L.C.

BD
CRD#: 104348
Orlando, FL
Past

April 28, 2021 - May 28, 2026

FLORIDA FINANCIAL ADVISORS, LLC

RIA
CRD#: 288811
Orlando, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TL
THE LIFE WEALTH GROUP
LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.

CRD#: 332978 / SEC#: 801-131318

RIA
Registered Investment Advisory firm - (10/18/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/1/2026)
IAR
Florida
(6/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/17/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/15/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/15/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

TL
THE LIFE WEALTH GROUP
LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.

CRD#: 332978 / SEC#: 801-131318

RIA
Registered Investment Advisory firm - (10/18/2024 Approved)
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Contact information

Main Address
270 W. Plant Street Ste. 240, Winter Garden, FL 34787
Mailing Address
Phone number
(407) 299-4129
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE LIFEWEALTH GROUP ADV 2A (7/11/2025)

Regulatory assets under management

Total Number of Accounts314
AUM (Assets Under Management)$ 177,712,580

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE LIFE WEALTH GROUP

CRD#: 332978Winter Garden, FL 34787

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