LIFETIME WEALTH MANAGEMENT P.C.
Firm details
- Headquarters
- ROCKWALL, Texas
- CRD number
- 145492
- Registered since
- May 15, 2018
- Website
- lifetimewealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI91.76%
- Individuals8.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lifetime Wealth Management P.C. is an independent registered investment adviser that began SEC registration in 2018 and is owned by an individual. The firm serves primarily individuals and families, offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and selection of third‑party advisers. It operates as a capital allocator and charges a mix of fee types — percentage of assets under management, hourly, fixed fees, and performance‑based fees. FINTRX flags the firm as not actively pursuing ESG mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Cash & Cash Equivalents10%
- US Government Bonds4%
- Sovereign Bonds3%
- State & Local Bonds2%
Owners & executives
2 of 2JASON GOULD
Chief Investment Officer And Portfolio ManagerCRD 5311823
JASON POTTS
CEO & FounderCRD 4371475
Contacts
3 of 3ZACHARY TAYLOR
Investment AnalystCRD 6175226
Sylvia McCrackin
Director of ComplianceCRD 6786730
SCOTT MCKEE
Managing MemberCRD 7271938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$97M in ETFs
85%
$82.4M
15%
$14.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $10.5M | 114,650 | 10.83% |
Location
ROCKWALL, TX
ROCKWALL
Location
ROCKWALL, TX
Headquartered in ROCKWALL, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- ROCKWALL
- Address
- 560 E Interstate 30
- Time zone
- CT (UTC-6)
- Office locations
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