SEC Form ADV

LIFETIME WEALTH MANAGEMENT P.C.

Firm profile: Lifetime Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX

$216.9M

Assets Under Management

280

Total Clients

Employees

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Registration Details

Accession: CRD-145492
Location: ROCKWALL, TX
Filing Date: March 31, 2026
AUM: $216.9M
Total Clients: 280
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

LIFETIME WEALTH MANAGEMENT P.C. is a registered investment adviser headquartered in ROCKWALL, TX, managing approximately $216.9M in assets across 280 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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