RIA Intel›Advisers›New Jersey›LIFETIME WEALTH ADVISORS, LLC

LIFETIME WEALTH ADVISORS, LLC

Advisory

RED BANK, NJ

Data as of Apr 17, 2026 · Source: SEC Form ADV

Rank in NJ

#619

of 775 advisers by AUM

Average account

$239K

across 326 accounts

AUM per adviser

$39M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2026.

Total AUM

$78M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$78M

Discretionary AUM$74M

Non-Discretionary AUM$4M

Discretionary %95.2%

Total Clients315

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

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

315 clients

13 high-net-worth

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

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

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PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

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