Investment adviser · CRD 173832

LIFETIME WEALTH ADVISORS, LLC

Investment adviser filing (IA)

GRAND JUNCTION, CO, United States · Form ADV filed Feb 3, 2016

Regulatory AUM
$13.8M
Form ADV · Item 5.F
Client accounts
145
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

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: Feb 3, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

200 GRAND AVE., SUITE 317
GRAND JUNCTION, CO, 81501, United States

CRD 173832

Filing source

Form ADV 975788 · Feb 3, 2016 · 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.