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LIFETIME WEALTH MANAGEMENT P.C.
560 E. Interstate Hwy 30, Ste 110
Rockwall, Texas 75087
Tel: 972-771-0650
About LIFETIME WEALTH MANAGEMENT P.C.
LIFETIME WEALTH MANAGEMENT PC, formally registered with the SEC as LIFETIME WEALTH MANAGEMENT PC. The firm was established in 05/15/2018. They have over 2 offices throughout the country.
LIFETIME WEALTH MANAGEMENT P.C. is a Rockwall, Texas based Financial Planning firm with nearly $184,243,260 assets under management, offering retirement planning & investment advisory services to 274 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145492 |
| SEC# | 801-113213 |
| Assets Managed by Firm | $184,243,260 |
| No. of Clients | 274 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 274 | $184,243,260 |
| Individuals (other than high net worth individuals) | 60 | $22,976,860 |
| High net worth individuals | 53 | $161,266,400 |
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