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Lifetime Wealth Management P.C.

● SEC registered since 2018CRD 145492SEC# 801-113213Rockwall, TX
Export (members)
Reg. AUM
$179.5M
Employees
5
Accounts
263
Location
Rockwall, TX

Lifetime Wealth Management P.C. assets under management

Lifetime Wealth Management P.C. is an SEC-registered investment adviser based in Rockwall, TX. The firm has been registered since 2018. It reports $179.5 million in regulatory assets under management and employs 5 people.
www.facebook.com/lifetimewealthmanagementpcView on SEC.gov ↗

Lifetime Wealth Management P.C. owners & executives

1 reported
NameTitleOwnershipSince
Jason Andrew Potts ControlPresident/Ceo/ Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Lifetime Wealth Management P.C. manage?

Lifetime Wealth Management P.C. reports $179.5 million in regulatory assets under management on its Form ADV.

How many employees does Lifetime Wealth Management P.C. have?

Lifetime Wealth Management P.C. reports 5 employees.

Where is Lifetime Wealth Management P.C. located?

Lifetime Wealth Management P.C. is based in Rockwall, TX and has been SEC-registered since 2018.

Does Lifetime Wealth Management P.C. disclose fund performance?

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

Contact & registration

Address560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087
Phone972-771-0650
Fax972-722-4484
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$178.7M
Non-discretionary$796K
Total (RAUM)$179.5M