LIFETIME WEALTH DESIGN LLC

Overview

Lifetime Wealth Design LLC is a small, independent registered investment adviser focused on providing financial planning and discretionary portfolio management to individual and family clients, as well as small business owners. The firm operates with a fee structure that blends percentage-of-assets and fixed fees, reflecting a mix of ongoing advisory relationships and engagement-based planning work. Its advisory activity centers on tailored financial plans and managed portfolios rather than institutional pension consulting or multi-state advisory platforms. Investment activity is concentrated and conservative in scope: the firm predominantly uses pooled public funds as the primary vehicle for client exposure and supplements portfolios with annuities where appropriate. It also allocates to real estate through third‑party alternative managers, indicating a willingness to include non‑liquid alternatives for client diversification. The firm is not identified as an active ESG investor and does not position itself as a capital allocator across multiple external alternative managers beyond select real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices