Hilgardt Wilhelm Lamprecht

Employer firm

The Life Wealth Group CRD 332978

$491M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → Present
  Madison Avenue Securities, Llc
  San Diego, CA
• 05/2018 → 05/2025
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2002 → Present
  Significant Wealth Management Dba The Lifewealth Group
  Orlando, FL
• 01/2018 → 12/2020
  Freedom Transition Partners, Llc
  Orlando, FL
• 10/2024 → Present
  Lifewealth Learning Center Inc.
  Winter Garden, FL
• 11/2024 → Present
  Lifewealth Investments Llc
  Winter Garden, FL
• 11/2012 → 05/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 11/2012 → 05/2018
  Gf Investment Services, Llc
  Sarasota, FL

Previous Registrations

• 2018-05-04 → 2025-05-01
  Ae Wealth Management, Llc
  Orlando, FL
  Winter Garden, FL
• 2012-11-05 → 2018-05-04
  Global Financial Private Capital, Inc.
  Orlando, FL
  Sarasota, FL
  Orlando, FL
• 2002-07-05 → 2012-11-02
  G. A. Repple & Company
  Casselberry, FL
  Orlando, FL
  Maitland, FL

Other Businesses

1.) NAME: THE LIFEWEALTH GROUP(DBA FOR SIGNIFICANT WEALTH MANAGEMENT); INV RELATED: YES; ADDRESS: 270 W. PLANT ST., SUITE 240, WINTER GARDEN, FL 34787; NATURE:DEVELOP & IMPLEMENT FINANCIAL PLANS ALONG INVESTMENT SALES OF SECURITIES & VARIABLE PRODUCTS;POSITION:OWNER/PRESIDENT;START DATE: 05/2002; 200 HRS;TRADING HRS/MO:200;DUTIES:INVEST. ADVISORY REPRESENTATIVE/SR WEALTH ADVISOR: DEVELOP & IMPLEMENT FINANCIAL PLANS ALONG WITH INVESTMENT SALES OF SECURITIES, VARIABLE PRODUCTS & SALES OF FIXED INS. PRODUCTS WITH APPT. UNDER VARIOUS INS. CO. AUTHOR OF ARTICLES; POSITION:AUTHOR; START DATE:01/2015; 1-5 HRS.; TRADING HRS/MO:1-5; DUTIES:AUTHOR OF ARTICLES 2.) NAME:LIFEWEALTH TRANSITION PARTNERS, LLC;INVRELATED:NO;ADDRESS: 270 W. PLANT ST., SUITE 240, WINTER GARDEN, FL 34787;NATURE:ASSISTING CLIENTS TO ATTRACT A BUYER FOR THEIR BUSINESS & ADVISING ON THE TERMS,PRICE & CONDITIONS OF THE OFFER ;POSITION: 70% OWNERSHIP);START DATE:10/2020;10 HRS;TRADING HRS/MO:10;DUTIES:PROVIDE PLANNING FOR BUSINESS SUCCESSION,ATTRACT A BUYER & CONSULT ON THE ACCEPTANCE & DEVELOPMENT OF THE OFFER 3.) NAME:LIFEWEALTH REAL ESTATE TWO, LLC;INV RELATED:PERSONAL REAL ESTATE INVESTMENTS; ADDRESS: WINTER GARDEN, FL ;NATURE: PURCHASING,RENOVATING & SELLING REAL ESTATE;POSITION:OWNER/PARTNER;START DATE:4/2/2019; 2 HRS/MO;TRADING HRS/MO:0;DUTIES:IDENTIFY & ACQUIRE HOMES IN NEED OF RENOVATION CONTRACT FOR RENOVATION & SELL PROPERTY 4.) NAME: MISSION INCREASE; INV RELATED: NO; ADDRESS: 7357 SW BEVELAND ROAD, SUITE 200, PORTLAND, OR 97223; NATURE: FUNDRAISING; POSITION: BOARD MEMBER; START DATE: 10/2019; 8 HRS; TRADING HRS/MO: 8; DUTIES: BOARD MEMBER 5.) Name: Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes Investment Related; Broker Dealer; Registered Representative; Start Date 05/2018; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services 6.) Name: LifeWealth Learning Center, Inc.; Address: 270 W. Plant St., Ste 240, Winter Garden, FL 34787; Investment Related: Yes; Position: President; Duties: Control and Management of this entity; Hours/Mo: 1; Security Trading Hours: 1; Start Date: 10/15/2024 7.) Name: LifeWealth Investments, LLC; Address: 270 W. Plant St., Ste 240, Winter Garden, FL 34787; Investment Related: Yes; Position: Investment Advisor Representative; Duties: Owner & Sr. Financial Advisor, Investment advice to clients, sales and financial planning; Hours Per Week: 30 Hours; Start Date: 11/4/2024 8.) Name: LifeWealth Tax Planners, LLC.; Address: 270 W. Plant St., Ste 240, Winter Garden, FL 34787; Investment Related: No; Position: Owner/President; Duties: Hiring CPA to provide tax preparation/filing services, tax planning, estate tax planning and business transition/succession tax planning services; Hours/Mo: 1; Security Trading Hours: 1; Start Date: 10/01/2025 9.) Name: The Real Estate Collection; Investment Related: No; Nature of the Business: Referring friends/clients who want to buy/sell real estate to other Real Estate sales agents and sharing in the commission during the sale of the property/business; Position: Real Estate Sales Associate; Hours Per Week: Less than 1 hour; Start Date: 6/18/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-01
• S63 Uniform Securities Agent State Law Examination
  1998-07-31

Designations

• Certified Financial Planner

Other Names

• Hilgardt Lamprecht