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| Lifetime Wealth Management PC
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|---|---|
| CRD # | 145492 |
| SEC # | 801-113213 |
| CIK # | |
| AUM | $216.9 M (2026-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 972-771-0650 |
| Address | 560 E Interstate Hwy 30, Ste 110 Rockwall, TX 75087 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 17.9 |
| (b) Individuals (high net worth individuals) | 65 | 199.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 280 | 216.9 |
| By Discretionary | ||
| Discretionary | 280 | 216.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 280 | 216.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.9 | |
| Total | 280 | 216.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Affinity Wealth LLC
✚
|
OH | 0.2 |
|
Wealthtrust Asset Management LLC
✚
|
FL | 0.2 |
|
New Horizon Financial Strategies LLC
✚
|
NY | 0.2 |
|
Costello Financial Planning Inc
✚
|
0.2 | |
|
Polaris Investment Advisors LLC
✚
|
MA | 0.2 |
|
Paladin Wealth LLC
✚
|
MN | 0.2 |
|
The Simmons Partnership Inc
✚
|
MD | 0.2 |
|
Aegis Wealth Management Inc
✚
|
IA | 0.2 |
|
Hofer & Associates Inc
✚
|
CA | 0.2 |
|
Prosperity Advisory Group LLC
✚
|
NY | 0.2 |