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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lifetime Wealth Management PC
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|---|---|
| CRD # | 145492 |
| SEC # | 801-113213 |
| CIK # | |
| AUM | $179.5 M (2025-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 972-771-0650 |
| Address | 560 E Interstate Hwy 30, Ste 110 Rockwall, TX 75087 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 20.2 |
| (b) Individuals (high net worth individuals) | 59 | 159.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 179.5 |
| By Discretionary | ||
| Discretionary | 259 | 178.7 |
| Non-Discretionary | 4 | 0.8 |
| Total | 263 | 179.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.5 | |
| Total | 263 | 179.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sincerus Advisory LLC
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|
0.2 | |
|
Jim Saulnier & Associates LLC
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|
CO | 0.2 |
|
DWR Wealth Management LLC
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|
CA | 0.2 |
|
Forteris Wealth Management Inc
✚
|
NY | 0.2 |
|
Retirement Plan Fiduciaries LLC
✚
|
0.2 | |
|
Strive Wealth Management LLC
✚
|
TX | 0.2 |
|
RIK Saylor Financial Inc
✚
|
OH | 0.2 |
|
TAM Financial Advisors LLC
✚
|
0.2 | |
|
Cooksen Wealth LLC
✚
|
TX | 0.2 |
|
Parkworth Wealth Management Inc
✚
|
CA | 0.2 |