|
⚲
|
| Lifetime Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 147482 |
| SEC # | 801-112680 |
| CIK # | |
| AUM | $185.8 M (2026-04-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 507-288-5587 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 27.0 |
| (b) Individuals (high net worth individuals) | 52 | 158.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 515 | 185.8 |
| By Discretionary | ||
| Discretionary | 515 | 185.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 515 | 185.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.8 | |
| Total | 515 | 185.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Precise Investment Management Inc
✚
|
IL | 0.2 |
|
Merited Wealth LLC
✚
|
FL | 0.2 |
|
Retirement Financial Group LLC
✚
|
TX | 0.2 |
|
Hudson Portfolio Management LLC
✚
|
NY | 0.2 |
|
Scott W Hancock
✚
|
0.2 | |
|
SF Ehrlich Associates Inc
✚
|
NJ | 0.2 |
|
Larson Financial Planning Inc
✚
|
0.2 | |
|
Archer Pointe Wealth Management LLC
✚
|
CA | 0.2 |
|
CPWA LLC
✚
|
OR | 0.2 |
|
Hoffman Capital Advisors LLC
✚
|
PA | 0.2 |