Lifetime Wealth Management P.C.
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
- HNWI91.76%
- Individuals8.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lifetime Wealth Management P.C. is an independent, SEC-registered advisory firm (since 2018) that focuses on serving individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it also selects and allocates to outside managers. Its fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and the ability to charge performance-based fees. Lifetime Wealth Management does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Cash & Cash Equivalents10%
- US Government Bonds4%
- Sovereign Bonds3%
- State & Local Bonds2%
Owners & executives
2 of 2
Jason Gould
Chief Investment Officer And Portfolio ManagerCRD 5311823
Jason Potts
CEO & FounderCRD 4371475
Contacts
3 of 3
Zachary Taylor
Investment AnalystCRD 6175226
Sylvia McCrackin
Director of ComplianceCRD 6786730
Scott Mckee
Managing MemberCRD 7271938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$104M in ETFs
86%
$89.8M
14%
$14.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI BRAZIL SMALL-CAP ETF (EWZS) | BlackRock | Passive | Latin America Stock | $10.7M | 827,834 | 10.32% |
Location
Rockwall, TX
Rockwall
Location
Rockwall, TX
Headquartered in Rockwall, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Rockwall
- Address
- 560 E Interstate 30
- Time zone
- CT (UTC-6)
- Office locations
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