LIFETIME WEALTH MANAGEMENT P.C.

LIFETIME WEALTH MANAGEMENT P.C. of ROCKWALL, TX is an SEC-registered investment adviser (CRD 145492). Regulatory assets under management: $216.9M.

Registration

• CRD: 145492
• SEC file number: 801-113213
• Type: Registered investment adviser
• Location: 560 E. INTERSTATE HWY 30, STE 110, ROCKWALL, TX, 75087
• Phone: 972-771-0650
• Latest filing: 2026-03-31
• Regulatory AUM: $216.9M
• Discretionary AUM: $216.9M
• Clients: 5
• Accounts: 280

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145492 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search