LIFETIME WEALTH MANAGEMENT P.C.
SEC Form ADV profile.
Total regulatory AUM
$239,630,662
Discretionary
$239,630,662
Non-discretionary
$0
Firm details
- CRD number
- 145492
- SEC file number
- 801-113213
- Main office
- ROCKWALL, TX, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of November 2026.