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Lifetime Wealth Management, LLC

● SEC registered since 2018CRD 147482SEC# 801-112680
Export (members)
Reg. AUM
$165.1M
Employees
3
Accounts
595
Location

Lifetime Wealth Management, LLC assets under management

Lifetime Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2018. It reports $165.1 million in regulatory assets under management and employs 3 people.

Lifetime Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Collin Jacob Miller ControlPartner25-50%2023
Dayton Bradley Miller ControlChief Executive Officer Managing Partner25-50%2023
Erik Anthony Lindstrom ControlPartner25-50%2023
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Frequently asked questions

How much does Lifetime Wealth Management, LLC manage?

Lifetime Wealth Management, LLC reports $165.1 million in regulatory assets under management on its Form ADV.

How many employees does Lifetime Wealth Management, LLC have?

Lifetime Wealth Management, LLC reports 3 employees.

Does Lifetime Wealth Management, LLC disclose fund performance?

Lifetime Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone507-288-5587
Fax507-288-5864
Office hours8 a.m. To 4 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$165.1M
Non-discretionary$0
Total (RAUM)$165.1M