RIA Intel›Advisers›Michigan›LIFETIME EQUITY INVESTMENTS LLC

LIFETIME EQUITY INVESTMENTS LLC

Advisory

MI

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account

$215K

across 123 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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NEW VIEW FINANCIAL, LLC

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AUTO CLUB TRUST, FSB

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