# LIFETIME WEALTH PRIVATE CLIENT EXPERIENCE, INC.

LIFETIME WEALTH PRIVATE CLIENT EXPERIENCE, INC. of LITTLETON, CO is an SEC-registered investment adviser.

## Registration

- CRD: 111842
- Type: SEC-registered investment adviser
- SEC file number: 801-100457
- Location: 10106 W. SAN JUAN WAY, SUITE 200, LITTLETON, CO, 80127
- Phone: (855) 724-2150
- Latest filing: 2019-01-22
- Regulatory AUM: $146.5M
- Non-discretionary AUM: $146.5M
- Clients: 6
- Accounts: 374

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Scott Alexander | CEO; CEO. OWNER OF 48.99 % OF THE COMMON STOCK; CEO. OWNER OF 76.1% OF THE COMMON STOCK (+3 more) | Exton, PA |
| DONAHUE PATRICK MICHAEL | COO; COO/TREASURER | — |
| KELLY PETER RICHARD | EXECUTIVE VICE PRESIDENT, SECRETARY | — |
| RAINS KIMBERLEY K | CHIEF COMPLIANCE OFFICER | — |
| TSUKAMAKI BRUCE DOUGLAS | VICE PRESIDENT, TREASURER, CFONA | — |
| FAWCETT JEREMY FREDERICK | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111842/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111842/similar
- Related entities: https://search.stillhousedata.com/firm/111842/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111842

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.