RIA Intel›Advisers›Texas›LIFETIME WEALTH MANAGEMENT P.C.

LIFETIME WEALTH MANAGEMENT P.C.

Advisory

N·ROCKWALL, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$217M
1-Year AUM Growth
-2.5%
3-Year CAGR
+1.5%
Employees
5
Assets Under Management
Total AUM$217M
Discretionary AUM$217M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients106
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)-16.7%
Filing History
Total Filings on Record18
First FilingApr 12, 2018
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 18 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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