Lifetime Wealth Management, LLC

Overview

Lifetime Wealth Management, LLC is an independent, owner-operated Registered Investment Adviser formed as an LLC and SEC-registered in 2018. The firm focuses on serving individuals and families, delivering financial planning and discretionary portfolio management for individual clients and small businesses. Its fee model combines a percentage-of-AUM structure with the option of fixed fees, reflecting a mix of ongoing wealth management and project-based planning work. Investment activity shows a clear equity bias: exchange-traded equities represent the single largest asset class on the books, and the firm identifies equities as its preferred holding type. Portfolios are managed on a discretionary basis, allowing the firm to implement tactical shifts and rebalancing without seeking client sign-off for each trade. Lifetime Wealth Management is not positioned as an ESG-focused adviser, and it does not describe itself as a multi-state or pension consultant adviser.

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Public Holdings

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Location & Offices