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LIFETIME WEALTH MANAGEMENT P.C.

ROCKWALL, TX · CRD 145492 · IAPD ↗ · 972-771-0650

$216.9MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — LIFETIME WEALTH MANAGEMENT P.C. now reports custody of client assets ($149.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
January 2026 — LIFETIME WEALTH MANAGEMENT P.C. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
February 2025 — LIFETIME WEALTH MANAGEMENT P.C. notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — LIFETIME WEALTH MANAGEMENT P.C. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.