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LIFETIME WEALTH DESIGN LLC
CRD 165086
201B TOWNEPARK CIRCLE, STE B-1, LOUISVILLE, KY, 40243, United States
Phone
502-426-0000
Fax
502-805-0408
Registration
— (—)
Source
State registered
Total AUM
$3.3M
Discretionary AUM
$3.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.3M |
| High net worth individuals | 1 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD