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LIFETIME FINANCIAL FOUNDATIONS LLC

Advisory

PA

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

Rank in PA
#1,072
of 1,528 advisers by AUM
Average account
$130K
across 334 accounts
AUM per adviser
$43M
1 adviser

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

Total AUM
$43M
Discretionary %
100%
Clients
205
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$43M
Discretionary AUM$43M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients205
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

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

WILMERDING & ASSOCIATES INC.
WEST CONSHOHOCKEN, PA
$43M
-11.4% 1Y
TD WEALTH MANAGEMENT SERVICES INC.
PHILADELPHIA, PA
$44M
-95.2% 1Y
POWERS CAPITAL MANAGEMENT, LLC
CONSHOHOCKEN, PA
$44M
CONTEXT CAPITAL ADVISERS, LLC
BALA CYNWYD, PA
$44M
-2.0% 1Y
CJK CAPITAL MANAGEMENT, LLC
$42M
PHILADELPHIA BROKERAGE CORPORATION
RADNOR, PA
$42M
-0.9% 1Y

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