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LIFETIME WEALTH MANAGEMENT P.C.

CRD 145492 · SEC 801-113213

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560 E. INTERSTATE HWY 30, STE 110, ROCKWALL, TX, 75087, United States

Phone

972-771-0650

Fax

972-722-4484

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$216.9M

Discretionary AUM

$216.9M

Team

5 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals54$17.9M
High net worth individuals65$199.0M

States served

GA, PR, TX

All web addresses on file

Official SEC filing: View on IAPD