# LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC of NATIONAL HARBOR, MD is an SEC-registered investment adviser.

## Registration

- CRD: 133399
- Type: SEC-registered investment adviser
- SEC file number: 801-117915
- Location: 120 WATERFRONT STREET, SUITE 410, NATIONAL HARBOR, MD, 20745
- Phone: 301-567-0706
- Latest filing: 2021-03-29
- Regulatory AUM: $6.5M
- Discretionary AUM: $6.5M
- Clients: 2
- Accounts: 49

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| WALDER CAROLYN THOMPSON | PRESIDENT; PRESIDENT AND MANAGING MEMBER | — |
| BATCHELOR DIANA JANE | CEO, CFO, CIO, CCO; CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; COE, CFO, CIO, CCO (+1 more) | — |
| NAGLE DAVID LAWRENCE | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133399/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133399/similar
- Related entities: https://search.stillhousedata.com/firm/133399/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133399

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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.