# LIFETIME WEALTH MANAGEMENT P.C.

LIFETIME WEALTH MANAGEMENT P.C. of ROCKWALL, TX is an SEC-registered investment adviser.

## Registration

- CRD: 145492
- Type: SEC-registered investment adviser
- SEC file number: 801-113213
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Jason Andrew Potts | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | — |
| POTTS JASON ANDREW | PRESIDENT/CEO/ CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145492/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145492/similar
- Related entities: https://search.stillhousedata.com/firm/145492/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145492

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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.