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| Lifetime Wealth Management PC
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| CRD # | 145492 |
| SEC # | 801-113213 |
| CIK # | 0002116339 |
| AUM | 216.9 M (2026-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 972-771-0650 |
| Address | 560 E Interstate Hwy 30, Ste 110 Rockwall, TX 75087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Canadian Natural Resources Ltd | 9.1 | ||
| Joint Stock Co Kaspikz | 8.7 | ||
| VALE Sa | 8.5 | ||
| Sprott Physical Gold Trust | 7.0 | ||
| Noble Corp PLC | 6.0 | ||
| Sprouts Farmers Market Inc | 4.9 | ||
| British American Tobacco PLC | 4.3 | ||
| COPA Holdings Sa | 4.0 | ||
| AbbVie Inc | 3.3 | ||
| Warrior Met Coal Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 17.9 |
| (b) Individuals (high net worth individuals) | 65 | 199.0 |
| (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 | 280 | 216.9 |
| By Discretionary | ||
| Discretionary | 280 | 216.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 280 | 216.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.9 | |
| Total | 280 | 216.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002116339] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Affinity Wealth LLC
✚
|
OH | 217.5 M |
|
Wealthtrust Asset Management LLC
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|
FL | 217.4 M |
|
New Horizon Financial Strategies LLC
✚
|
NY | 217.2 M |
|
Costello Financial Planning Inc
✚
|
217.1 M | |
|
Polaris Investment Advisors LLC
✚
|
MA | 217.1 M |
|
Paladin Wealth LLC
✚
|
MN | 216.9 M |
|
The Simmons Partnership Inc
✚
|
MD | 216.5 M |
|
Aegis Wealth Management Inc
✚
|
IA | 216.5 M |
|
Hofer & Associates Inc
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|
CA | 216.4 M |
|
Prosperity Advisory Group LLC
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|
NY | 216.0 M |