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SEC Form ADV

LIFETIME WEALTH MANAGEMENT, LLC

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

Registered Investment Adviser
$185.8M
Assets Under Management
515
Total Clients
3
Employees
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Registration Details

Accession
CRD-147482
Filing Date
April 1, 2026
AUM
$185.8M
Total Clients
515
Employees
3
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW Individuals

About this Adviser

LIFETIME WEALTH MANAGEMENT, LLC is a registered investment adviser, managing approximately $185.8M in assets across 515 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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