RIA Intel›Advisers›Ohio›LIFETIME FINANCIAL ADVISORS, LLC

LIFETIME FINANCIAL ADVISORS, LLC

Advisory

WOOSTER, OH

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$713K

across 20 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$14M

Discretionary AUM$0

Non-Discretionary AUM$14M

Discretionary %0%

Total Clients—

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

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

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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VAUGHAN INVESTMENT ADVISORS, LLC

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$14M

BUETER & ASSOCIATES INC

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