Lifetime Wealth Management, LLC
Lifetime Wealth Management, LLC is an SEC-registered wealth manager with $185.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Lifetime Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147482, SEC 801-112680, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $185.8M (2026-04-01)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 156
- CRD
- 147482
- Ownership
- MILLER, BRADLEY, MARVIN; MILLER, DAYTON, BRADLEY; LINDSTROM, ERIK, ANTHONY; MILLER, COLLIN, JACOB; DILLINGHAM, KIMBERLEY, ELIZABETH LEGAYE
How much AUM does Lifetime Wealth Management, LLC have?
Lifetime Wealth Management, LLC reported $185.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Lifetime Wealth Management, LLC?
Disclosed owners and executives of Lifetime Wealth Management, LLC include MILLER, BRADLEY, MARVIN, MILLER, DAYTON, BRADLEY, LINDSTROM, ERIK, ANTHONY, MILLER, COLLIN, JACOB, DILLINGHAM, KIMBERLEY, ELIZABETH LEGAYE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.