RIA Intel›Advisers›Maryland›LIFETIME FINANCIAL LLC

LIFETIME FINANCIAL LLC

Advisory

TAKOMA PARK, MD

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in MD

#466

of 468 advisers by AUM

Average account

$2M

across 29 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$0

Non-Discretionary AUM$45M

Discretionary %0%

Total Clients29

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

29 clients

21 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MD

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

INTERO FINANCIAL PLANNING, LLC

$44M

MOSAIC INVESTMENT SOLUTIONS, LLC

$44M

MONOCACY WEALTH MANAGEMENT, LLC

$43M

HUNT VALLEY, MD

$46M

LM FINANCIAL PARTNERS, INC.

$46M

PERCHERON CAPITAL ADVISORS, L.L.C.

$43M

Get the full picture on LIFETIME FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LIFETIME FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans