Lifetime Wealth Management P.c.
Lifetime Wealth Management P.c. is an SEC-registered wealth manager in Rockwall, TX with $216.9M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Lifetime Wealth Management P.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145492, SEC 801-113213, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $216.9M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Rockwall, TX
- Employees
- 5
- Clients
- 119
- CRD
- 145492
- Ownership
- POTTS, JASON, ANDREW
How much AUM does Lifetime Wealth Management P.c. have?
Lifetime Wealth Management P.c. reported $216.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Lifetime Wealth Management P.c.?
Disclosed owners and executives of Lifetime Wealth Management P.c. include POTTS, JASON, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.