LIFETIME FINANCIAL FOUNDATIONS, LLC

LIFETIME FINANCIAL FOUNDATIONS, LLC is an SEC-registered investment adviser (CRD 300683). Regulatory assets under management: $43.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 300683
• Type: Registered investment adviser
• Phone: 717-324-9149
• Latest filing: 2026-02-27
• Regulatory AUM: $43.5M
• Discretionary AUM: $43.5M
• Clients: 1
• Accounts: 334

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300683 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search