Lifetime Wealth Management, LLC
● SEC registered since 2018CRD 147482SEC# 801-112680
Reg. AUM
$185.8M
Employees
3
Accounts
515
Location
—
Lifetime Wealth Management, LLC assets under management
Lifetime Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2018. It reports $185.8 million in regulatory assets under management and employs 3 people.
Lifetime Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Collin Jacob Miller Control | Partner | 25-50% | 2023 |
| Dayton Bradley Miller Control | Chief Executive Officer Managing Partner | 25-50% | 2023 |
| Erik Anthony Lindstrom Control | Partner | 25-50% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Lifetime Wealth Management, LLC manage?
Lifetime Wealth Management, LLC reports $185.8 million in regulatory assets under management on its Form ADV.
How many employees does Lifetime Wealth Management, LLC have?
Lifetime Wealth Management, LLC reports 3 employees.
Does Lifetime Wealth Management, LLC disclose fund performance?
Lifetime Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 507-288-5587 |
| Fax | 507-288-5864 |
| Office hours | 8 a.m. To 4 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$185.8M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$185.8Mregulatory AUM
Discretionary $185.8M