We have revised this brochure and it has been amended to remove the word “may” in those cases where it could cause confusion or imply an action or service that it is nor provided or conducted by LifeInvest at present. You will receive a summary of any material changes to subsequent Brochures within 120 days of the close of our business’s fiscal year, which is December 31 of each year. We will further provide you with a new Brochure as necessary based on changes or new information, at any time, without charge. Currently, our Brochure may be requested by contacting us at telephone number (786) 523-0500 and / or by email at [email protected] Additional information about LifeInvest Wealth Management Ltd is also available via the SEC’s web site www.adviserinfo.sec.gov. The SEC’s web site also provides information about any persons affiliated with LifeInvest Wealth Management Ltd, who are registered, or are required to be registered, as Investment Adviser Representatives (“IARs”) of LifeInvest Wealth Management Ltd. LifeInvest Wealth Management’s principal service is providing fee-based investment advisory services. LifeInvest Wealth Management’s primary approach is to use a fundamental allocation strategy aimed at reducing risk and increasing performance LifeInvest Wealth Management uses exchange listed securities; securities traded over- the-counter, equity securities of foreign issuers, warrants, corporate debt securities, commercial paper, CDs, United States government securities, and options in securities and commodities to accomplish this objective. Depending on each client’s personal circumstances and investment profile, LifeInvest Wealth Management recommends, on occasion, redistributing investment allocations to diversify a client's portfolio in an effort to reduce risk and increase performance. LifeInvest Wealth Management recommends specific stocks to increase sector weighting and/or dividend potential. LifeInvest Wealth Management recommends employing cash positions as a possible hedge against market movement which could adversely affect its clients. LifeInvest Wealth Management recommends selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of position(s), change in risk tolerance of client, or any risk deemed unacceptable for the client’s risk tolerance. LifeInvest Wealth Management will provide investment advisory services; however, it will not provide securities ITEM 3 MATERIAL CHANGES execution, custodial and other administrative services. At no time will LifeInvest Wealth Management accept or maintain custody of a client’s funds or securities. As a service to its clients, LifeInvest Wealth Management offers access to Interactive Brokers’ cryptocurrency trading and custody platform, through Paxos Trust Company. LifeInvest does not provide any investment advice on digital assets and does not charge any fees for this service. Please refer to LifeInvests’ Digital Assets Risk Disclosure, Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss. Additional Services. Adviser provides investment advisory services to clients by managing investment portfolios following the objectives, guidelines, and risk profiles of the individual clients. Clients provide such information to the Adviser at or before the time they enter into an advisory agreement with the Adviser. The Adviser may provide additional services to the clients. The scope of services and additional fees are negotiated individually with each client and incorporated into the Investment Advisory Agreement. LifeInvest may also refer clients to other financial services companies, including but not limited to commercial banks, and insurance companies, as a courtesy to the client and with no compensation from the institution. LifeInvest does not assume any responsibilities for the products and services offered by said institutions. LifeInvest strongly recommends

clients perform their due diligence on these institutions before opening a new account/relationship with them. Additional General Information. Other professionals (e.g., trust companies, lawyers, estate planning professionals, accountants, etc.) may be recommended to clients or engaged directly by the client on an as-needed basis. Conflicts of interest related to recommendations of other professionals will be disclosed to the client in the event they should occur. Additionally, LifeInvest’s client agreements may not be assigned without client consent. LifeInvest Wealth Management also provides sub-advisory services to institutional investors. LifeInvest Wealth Management manages approximately $402 million in client assets as of December 31st, 2023. OWNERS & OFFICERS LifeInvest Wealth Management, Ltd (“LifeInvest Wealth Management”) was incorporated on November 14, 2007. LifeInvest Wealth Management is wholly owned 33.33% by Gabriel Osio Zamora, 33.33% by Ernesto Rangel Aguilera and 33.33% by Juan Carlos Carvallo. Gabriel Osio is Chairman of the Board, Juan Carlos Carvallo is the President, CEO and COO, Ernesto Rangel is Vice President and CFO, Monica Calabrese is a Secretary and Christian Ramirez is CCO. ASSET MANAGEMENT FEES As compensation for providing investment advisory services to clients which are referred to LifeInvest Wealth Management by third party brokerages or related persons LifeInvest Wealth Management will be paid by such third party's brokerages or related persons a fixed monthly fee as agreed to in writing between LifeInvest Wealth Management and such third-party brokerage or related person. The Client is responsible for all custodial and securities execution fees charged by the custodian and executing broker-dealer. LifeInvest Wealth Management’s fee is separate and distinct from the custodian and execution fees. LifeInvest Wealth Management’s clients have the right to use a different broker which is not affiliated with LifeInvest Wealth Management. Clients can request to terminate their advisory contract with LifeInvest Wealth Management, in whole or in part, by giving thirty (30) days advance written notice. Upon termination, any fees paid in advance will be prorated to the date of termination and any excess will be refunded to client. Client’s advisory agreement with LifeInvest Wealth Management is nontransferable without client’s written approval. As compensation for providing investment advisory services to clients originated by LifeInvest Wealth Management, clients will pay LifeInvest Wealth Management a management fee to be paid in advance or in arrears on a quarterly or monthly basis pursuant to a financial advisory contract according to the following Fee Schedule: AUM FEES $20,000 TO $250,000 2.00% $250,001 TO $1,000,0000 1.75% $1,000,001 to $5,000,000 1.50% $5,000,001 to $10,000,000 1.00% >$10,000,001 0.75% Client relationship could be established and exist where the fees are higher or lower than the Fee Schedule provide above. The Fee Schedule above is negotiable on a case- by-case basis. The minimum Annual Fee for all clients is $1,500.00. Fees are billed at the beginning of each quarter. These fees could be negotiated by the advisor under unusual circumstances, at the sole discretion of the advisor. All fees paid to the Firm for investment advisory services are separate and distinct from the expenses charged by mutual funds to their shareholders and the product sponsor in the case of variable insurance products. These fees and expenses are described in each fund's or variable product's prospectus. These fees will generally include a management fee, other fund expenses, and a possible distribution fee. If the sponsor also imposes sales charges, a client could pay an initial or deferred sale or surrender charge. A client could invest in these products directly, without the services of the Firm. In that case, the client would not receive the services provided by the Firm which are designed, among other things, to assist the client in determining which products or services are most appropriate to each client's financial condition and objectives. Accordingly, the client