Investment adviser · CRD 111842

CEDRUS

Investment adviser filing (IA)

LIFETIME WEALTH PRIVATE CLIENT EXPERIENCE, INC.

LITTLETON, CO, United States · Form ADV filed Jan 22, 2019

Regulatory AUM: $146M
Client accounts: 374
Employees: 6
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	61	$132,423,008	90.4%
Individuals	47	$14,048,407	9.6%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%

Filing source

Form ADV 1267375 · Jan 22, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 22, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

10106 W. SAN JUAN WAY, SUITE 200
LITTLETON, CO, 80127, United States

CRD 111842

Filing source

Form ADV 1267375 · Jan 22, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.