Lifetime Wealth Design LLC

Overview

Lifetime Wealth Design LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include both a percentage-of-AUM component and fixed fees. Lifetime Wealth Design is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser. The firm maintains industry relationships with an accountant and an insurance company, which likely support tax, reporting and insurance product access.

Assets & Accounts

Public Holdings

Investments & Alternatives