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INVEST FOR A LIFETIME, LLC
LIFETIME WEALTH ADVISORS, LLC
CRD 314555
165 HIGHWAY 35, SUITE 1, RED BANK, NJ, 07701, United States
Phone
(732) 741-7711
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$78.0M
Discretionary AUM
$74.3M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 291 | $43.1M |
| High net worth individuals | 13 | $24.2M |
| Corporations/business entities | 3 | $4.3M |
All web addresses on file
Official SEC filing: View on IAPD