Investment adviser · CRD 145492
LIFETIME WEALTH MANAGEMENT P.C.
Investment adviser filing (IA)
ROCKWALL, TX, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $217M Form ADV · Item 5.F
- Client accounts
- 280 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 65 | $198,987,259 | 91.8% |
| Individuals | 54 | $17,879,171 | 8.2% |
Filing source
Form ADV 2075982 · Mar 31, 2026 · 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 fundsThe 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: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
560 E. INTERSTATE HWY 30, STE 110ROCKWALL, TX, 75087, United States
CRD 145492
Filing source
Form ADV 2075982 · Mar 31, 2026 · 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.