Austin Wallace

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

• 06/2026 → Present
  Madison Avenue Securities
  San Diego, CA
• 06/2026 → Present
  Lifewealth Investments, Llc
  Winter Garden, FL
• 04/2021 → 05/2026
  Florida Financial Advisors
  Winter Park, FL
• 04/2016 → 06/2020
  Mystery Hill
  Blowing Rock, NC
• 08/2016 → 12/2020
  Appalachian State University
  Boone, NC
• 12/2020 → 04/2021
  Unemployed
  Boone, NC
• 06/2021 → 05/2026
  Trinity Wealth Securities
  Winter Haven, FL

Previous Registrations

• 2021-04-28 → 2026-05-28
  Florida Financial Advisors, Llc
  Orlando, FL
  Orlando, FL
  Tampa, FL

Other Businesses

1.) Name: Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes Investment Related; Broker Dealer; Registered Representative; Start Date 06/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services 2.) Name: LifeWealth Investments, LLC; Investment Related: Yes; Address: 270 W. Plant St. Ste. 240, Winter Garden, FL 34787; Nature of the Business: Financial Planning, Wealth Management, Investment Advice; Position: Investment Advisor Representative; Hours Per Week: 30 Hours; Start Date: 6/2026. 3.) Significant Wealth Management DBA TheLifeWealth Group; Investment Related: Yes; 270 W. Plant Street, STE 240, Winter Garden FL 34787: Nature of the Business: Financial Planning, Investment Advice,Insurance Sales, and wealth management; Position: Financial Advisor; Hours Per Week: 40 Hours; Start Date: 06/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-17

Other Names

• Austin Francis Wallace