Lifetime Wealth Management P.C.
● SEC registered since 2018CRD 145492SEC# 801-113213Rockwall, TX
Reg. AUM
$216.9M
Employees
5
Accounts
280
Location
Rockwall, TX
Lifetime Wealth Management P.C. assets under management
Lifetime Wealth Management P.C. is an SEC-registered investment adviser based in Rockwall, TX. The firm has been registered since 2018. It reports $216.9 million in regulatory assets under management and employs 5 people.
Lifetime Wealth Management P.C. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Andrew Potts Control | President/Ceo/ Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Lifetime Wealth Management P.C. manage?
Lifetime Wealth Management P.C. reports $216.9 million in regulatory assets under management on its Form ADV.
How many employees does Lifetime Wealth Management P.C. have?
Lifetime Wealth Management P.C. reports 5 employees.
Where is Lifetime Wealth Management P.C. located?
Lifetime Wealth Management P.C. is based in Rockwall, TX and has been SEC-registered since 2018.
Does Lifetime Wealth Management P.C. disclose fund performance?
Lifetime Wealth Management P.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087 |
| Phone | 972-771-0650 |
| Fax | 972-722-4484 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$216.9M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$216.9Mregulatory AUM
Discretionary $216.9M