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| Keyboard |
| Lifetime Wealth Management LLC
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|---|---|
| CRD # | 147482 |
| SEC # | 801-112680 |
| CIK # | |
| AUM | 185.8 M (2026-04-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 507-288-5587 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Fri, 28 Aug 2026 | Lifetime Wealth Management P.C. Purchases New Position in Enterprise Products Partners L.P. $EPD — MarketBeat |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 27.0 |
| (b) Individuals (high net worth individuals) | 52 | 158.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 515 | 185.8 |
| By Discretionary | ||
| Discretionary | 515 | 185.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 515 | 185.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.8 | |
| Total | 515 | 185.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
|
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✚
|
IL | 186.3 M |
|
Merited Wealth LLC
✚
|
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|
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TX | 185.9 M |
|
Hudson Portfolio Management LLC
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|
Scott W Hancock
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|
185.9 M | |
|
SF Ehrlich Associates Inc
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|
Larson Financial Planning Inc
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|
185.6 M | |
|
Archer Pointe Wealth Management LLC
✚
|
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|
CPWA LLC
✚
|
OR | 185.5 M |
|
Hoffman Capital Advisors LLC
✚
|
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