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LIFETIME WEALTH MANAGEMENT, LLC
CRD 147482 · SEC 801-112680
MN, United States
Phone
507-288-5587
Fax
507-288-5864
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$185.8M
Discretionary AUM
$185.8M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $27.0M |
| High net worth individuals | 52 | $158.9M |
States served
MN
Official SEC filing: View on IAPD