EB
Erik Buatte
LIFEFIRST WEALTH
OWENS CROSS ROADS, AL
Some features on this profile are disabled
CRD#: 7904165
EB
Professional summary
Erik Buatte is a registered financial advisor currently at LIFEFIRST WEALTH, LLC located in Owens Cross Roads, Alabama.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Erik has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Erik Buatte is currently employed as a Solutions Architect at Astrion, address 308 Voyager Way NW #200, Huntsville, AL 35806 which started in March 2024. This activity involves business development and engineering consulting and accounts for approximately 50% of their time during trading hours (160 hours per month, 26 hours during trading hours). Clients of LFW are not involved in, nor are they solicited to participate in this outside business activity. As a Solutions Architect, Mr. Buatte develops strategies for Astrion in pursuit of new business growth opportunities and consults with different Internal Research & Development projects. This business is not investment-related.
CRS (Client Relationship Summary) - RIA
Click below to view Erik Buatte's 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®
NoneExperience
Current
October 8, 2024 - Present
LIFEFIRST WEALTH, LLC
RIA
CRD#: 331242
OWENS CROSS ROADS, AL
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.Highlighted states indicate IAR registrations
IAR
Alabama(10/8/2024)
IAR
Texas(9/24/2025)
Current Firm
LW
LIFEFIRST WEALTH, LLC
LIFEFIRST WEALTH, LLC
CRD#: 331242 / SEC#:
Alabama
Registered Investment Advisory firm - (10/8/2024 Approved)Texas
Registered Investment Advisory firm - (9/5/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Owens Cross Roads, AL
Mailing Address
4800 Whitesburg Drive Ste 30, #196, Huntsville, AL 35802
Phone number
(256) 207-8008
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 610,719 |
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.
