Lifetime Wealth Management P.C.

RIASEC Registered

Total AUM

$240M

Discretionary

$240M

100% of AUM

Avg account

$970K

Accounts

247

Employees

Advisory reps

Firm details

Headquarters: Rockwall, Texas
CRD number: 145492
Registered since: May 15, 2018
Website: lifetimewealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI92.17%
Individuals7.83%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lifetime Wealth Management P.C. is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm is SEC-registered (registration effective in 2018) and describes itself as a capital allocator, using both in-house portfolio management and third-party manager selection. Core services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients, plus the selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. The firm does not list active ESG investing as part of its stated approach.