AA
Angel D. Alayon
LIFEINVEST WEALTH MANAGEMENT, LTD
Caracas,
Some features on this profile are disabled
CRD#: 8059726
AA
Professional summary
Angel David Alayon, who also goes by Angel David Alayon Pena, is a registered financial advisor currently at LIFEINVEST WEALTH MANAGEMENT, LTD .
Angel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Angel has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angel David Alayon Pena
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.
Consultores Grupo Kapital, Investment Related, Av. Francisco Miranda, Edf Mene Grande, Los Palos Grandes, Caracas Venezuela. Mr. Alayon was founding member a Finance Consulting company (Kapital), Consulting/Advisor Investment, Start date 01/2012, 20 hrs./month. Duties: Also, coordinate the design and structuring of investment strategies for high-income individuals and corporations. To coordinate economic and financial assessments at a domestic and international level, and Corporate Finance. Job Description: Investment Representative for Clients, raise funds, management of investment; portfolios, financial advisory and financial planning. Non Investment Related: teacher in workshops and webinars regarding financial topics such as Personal Finance and Investment Principles. I am also a speaker in events regarding financial topics and finally, I also provide beginner-level educational content on [Artificial Intelligence principles], which is unrelated to my primary role as an Investment
CRS (Client Relationship Summary) - RIA
Click below to view Angel David Alayon'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
April 15, 2025 - Present
LIFEINVEST WEALTH MANAGEMENT, LTD
RIA
CRD#: 146966
Caracas,
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".
LW
LIFEINVEST WEALTH MANAGEMENT, LTD
EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD
CRD#: 146966 / SEC#: 801-69869
RIA
Registered Investment Advisory firm - (1/29/2009 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.Highlighted states indicate IAR registrations
IAR
Florida(4/15/2025)
Current Firm
LW
LIFEINVEST WEALTH MANAGEMENT, LTD
EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD
CRD#: 146966 / SEC#: 801-69869
RIA
Registered Investment Advisory firm - (1/29/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1110 Brickell Avenue Suite 210-a, Miami, FL 33131-3136
Mailing Address
Phone number
(786) 523-0500
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 474 |
| AUM (Assets Under Management) | $ 447,071,076 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
