|
⚲
|
| Lifetime Wealth Management LLC
✚
| |
|---|---|
| CRD # | 147482 |
| SEC # | 801-112680 |
| CIK # | |
| AUM | $158.1 MM (2024-08-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 507-288-5587 |
| Address | 717 3rd St SW Rochester, MN 55902 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 31.7 |
| (b) Individuals (high net worth individuals) | 46 | 126.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 158.1 |
| By Discretionary | ||
| Discretionary | 550 | 158.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 550 | 158.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.1 | |
| Total | 550 | 158.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Amara Financial LLC
✚
|
CA | 0.2 |
|
Tandem Investment Partners LLC
✚
|
NJ | 0.2 |
|
Guerra Pan Advisors LLC
✚
|
NJ | 0.2 |
|
Capital Asset Management Inc
✚
|
OH | 0.2 |
|
Moler Capital Management LLC
✚
|
NV | 0.2 |
|
XXEC Inc
✚
|
OK | 0.2 |
|
Picea Capital LLC
✚
|
FL | 0.2 |
|
Archambo Financial Advisors Inc
✚
|
OK | 0.2 |
|
Forness Financial LLC
✚
|
MA | 0.2 |
|
Bull Oak Capital LLC
✚
|
CA | 0.2 |